Kevin C Fifield

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

• 07/1998 → Present
  Byron Center Financial Services, Inc.
  Bryon Center, MI
• 11/2012 → 11/2021
  Sagepoint Financial
  Byron Center, MI
• 11/2021 → 06/2022
  Innovation Partners Llc
  Charlotte, NC
• 11/2021 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2013-02-22 → 2021-11-15
  Osaic Services, Inc.
  Sterling Heights, MI
  Byron Center, MI
  Scottsdale, AZ
  Byron Center, MI
• 2011-01-27 → 2012-11-12
  Securities America Advisors, Inc.
  Byron Center, MI
• 2004-05-27 → 2007-07-12
  Brookstreet Securities Corporation
  Byron Center, MI
  Byron Center, MI

Other Businesses

1. DBA- BCF WEALTH STRATEGIES, YES, 8233 BYRON CENTER AVE SW, SUITE K, BYRON CENTER MI 48313, WEALTH MGR, 05/01/2008, 30 HRS, 30 HRS, WEALTH MANAGEMENT AND INVESTMENT PLANNING RELATED ACTIVITIES. 2. BYRON CENTER FINANCIAL INC POSITION: OWNER - NATURE: CORPORATION - IS USED SOLELY FOR TAX PURPOSES AND PAYROLL OF THE BUSINESS INVESTMENT RELATED: YES NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/1998 ADDRESS: 8233 BYRON CENTER AVE SUITE K PO BOX 189 BYRON CENTER, MI 49315, BYRON CENTER MI 49315 DESCRIPTION: USED FOR TAX PURPOSES SOLELY, PAYROLL ETC OF THE BUSINESS 3. KEVIN FIFIELD POSITION: Owner - NATURE: Other - Individual name only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/1998 ADDRESS: 8233 Byron center Ave Ste K, Byron Center MI 49315 DESCRIPTION: Own and manage 4 rental homes and also use this entity for fixed insurance 4. BYRON HISTORICAL SOCIETY POSITION: Basic Board Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2016 ADDRESS: 2506 Prescott Ave, Byron Center MI 49315 DESCRIPTION: Attend one board meeting per week---giving support for the community.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-05-18
• S63 Uniform Securities Agent State Law Examination
  1990-08-30

Other Names

• Kevin Clayton Fifield