Michael Francis Byers

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

• 12/1974 → Present
  Wilder & Co. Ltd., P.C.
  New Kensington, PA
• 07/1998 → 06/2021
  Avantax Investment Services, Inc.
  Greensburg, PA
• 01/2000 → 06/2021
  Avantax Advisory Services
  Greensburg, PA
• 06/2021 → Present
  Innovation Partners Llc
  Charlotte, NC
• 06/2021 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2000-01-12 → 2021-06-11
  Avantax Advisory Services
  Greensburg, PA

Other Businesses

1) Bell et al REal Estate~1100 Summit Drive~Greensburg~PA~15601~Real Estate/Mortgage/Title Services/Appraisal~Partner/General Partner~4/17/2003~1hrs~0hrs~owns title to building 2) Mahdik Etal Real Estate~633 Carl Ave.~New Kensington~PA~15068~Real Estate/Mortgage/Title Services/Appraisal~Partner/General Partner~1/1/1979~1hrs~1hrs~I am part owner of a rental building. 3) Wilder & Co.LTD., P.C.~633 Carl Ave.~New Kensington~PA~15068~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/1979~160hrs~5hrs~CPA

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-10-14

Other Names

• Michael Francis Byers