Michael Balch

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

• 09/2009 → Present
  Nav Capital Partners
  Wilmette, IL
• 10/2014 → 12/2017
  Foreside Fund Services, Llc
  Chicago, IL
• 01/2015 → 12/2017
  Cedar Capital, Llc
  Chicago, IL
• 01/2018 → 12/2022
  Investment Planners, Inc.
  Wilmette, IL
• 01/2018 → 12/2022
  Ipi Wealth Management, Inc.
  Wilmette, IL
• 11/2023 → Present
  Innovation Partners Llc
  Charlotte, NC
• 11/2023 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2018-01-02 → 2022-12-20
  Ipi Wealth Management, Inc.
  Wilmette, IL
• 2015-02-05 → 2017-12-31
  Cedar Capital, Llc
  Glen Ellyn, IL
• 2013-06-06 → 2015-01-02
  Good Harbor Financial
  Chicago, CA
• 2009-12-09 → 2011-11-28
  Namcoa
• 2005-12-01 → 2007-07-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  Chicago, IL

Other Businesses

1) MB THIRTEEN, LLC. DBA: NAV Capital.Chicago, IL. Start: 12/2017. Sole Partner. Consulting, keynote speaking, book sales, genera selling. 2 hrs per week. www.michaelbalch.com.___ 2) Mikey's Hell, LLC. Chicago, IL. Start: 01/2022. Owner. Real estate.___

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-11-30
• S63 Uniform Securities Agent State Law Examination
  1984-05-11

Other Names

• Michael M. Balch
• Michael Marcy Balch