Guillermo Fidel Nodarse

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

• 12/2015 → Present
  Innovation Partners Llc
  Charlotte, NC
• 12/2019 → Present
  Ip Financial Advisory Services
  Charlotte, NC

Previous Registrations

• 2015-02-02 → 2015-12-16
  Monticello Investment Services, Inc.
  Winter Park, FL
  Neosho, MO
• 2012-02-21 → 2012-07-03
  Cambridge Investment Research Advisors, Inc.
  Winter Park, FL

Other Businesses

1) Libris Academy, not investment related, Winter Park - FL, 25 hours a week nor during business hours, independent tutor.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-26
• S66 Uniform Combined State Law Examination
  2011-12-22
• S63 Uniform Securities Agent State Law Examination
  1984-02-01

Other Names

• Guillo Nodarse