Michael Avery Mercer

Employer firm

Ip Financial Advisory Services LLC CRD 305772

$481M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → Present
  Centaurus Financial, Inc.
  Orange, CA
• 01/2024 → Present
  Innovation Partners Llc
  Charlotte, NC
• 11/1997 → Present
  Mercer Tax And Financial Services
  Upland, CA
• 01/2024 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2024-01-25 → 2025-12-31
  Ip Financial Advisory Services Llc
  Upland, CA
  Charlotte, NC
• 2007-09-19 → 2024-01-18
  Centaurus Financial, Inc.
  Anaheim, CA
  Upland, CA
  Anaheim, CA
• 2007-06-27 → 2007-08-10
  Empire Securities Corporation
  Upland, CA
  El Segundo, CA
• 2002-08-16 → 2007-06-27
  Brookstreet Securities Corporation
  Upland, CA
  Irvine, CA

Other Businesses

1) MERCER TAX and FINANCIAL SERVICES. Start: 11/1997. Owner. UPLAND, CA. NON INVESTMENT RELATED. APPROX. 5-10hrs per week. Income tax prep and insurance product sales.___

Other Names

• Mike Mercer