Eric Dean Martz

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

• 03/2022 → Present
  Innovation Partners, Llc
  Charlotte, NC
• 07/2016 → Present
  Martz Solutions Group
  Carmel, IN
• 04/2022 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2013-12-16 → 2016-08-11
  Sheaff Brock Investment Advisors, Llc
  Indianapolis, IN
• 2010-08-25 → 2010-11-09
  Ausdal Financial Partners, Inc.
  Downers Grove, IL
  Deerfield, IL

Other Businesses

Martz Solutions Group LLC. Sole owner 40 hrs all fees generated. Business Consulting Practice.

Exams

• S66 Uniform Combined State Law Examination
  2022-04-05
• S65 Uniform Investment Adviser Law Examination
  2011-08-16