SW
Steven M. White
IP FINANCIAL ADVISORY SERVICES LLC
Farmington Hills, MI 48330
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CRD#: 1022056
SW
Professional summary
Steven Michael White is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Farmington Hills, Michigan and INNOVATION PARTNERS LLC located in Farmington Hills, Michigan.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Steven has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Steven M. White & Associates, Investment Related: No, Address: 25882 Orchard Lake Rd., Suite 203, Farmington Hills, MI 48336, Nature: Life, Health, Group Life, Group Health, State Date: 5/2/1991. 2.) Steven M. White LLC, Investment Related: No, Address: 25882 Orchard Lake Rd., Suite 203, Farmington Hills, MI 48336, Nature: Sell and Help administer employee benefit plans, help administer HR and payroll support services, 20 hr/month during trading hours. 3.) Steven M. White LLC, Investment Related: Yes, Address: 25882 Orchard Lake Rd., Suite 203, Farmington Hills, MI 48336, Nature: Marketing for Investment and Securities Related Products, Position: Agent, 107 hr/month OR 10-30 hr/week, 86 hr/month during SEC trading. 4.) Steven M. White, Investment Related: No, Address: 25882 Orchard Lake Rd., Suite 203, Farmington Hills, MI 48336, Nature: Timeshare Rental, Position: Owner, Start Date: 5/14/2009, 1 hr/month.
5) Steven M. White & Associates; non-investment related; 25882 Orchard Lake Road Suite 203, Farmington Hills, MI 48336; Distribute discount prescription drug cards to clients and prospects through Clever RX; Owner; 11/2020; 1-2 hours per week; Sell and distribute discount prescription drug cards.
Innovation Partners LLC- Registered Representative - receive commissions - operate during business hours
CRS (Client Relationship Summary) - RIA
Click below to view Steven Michael White's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 23, 2020 - Present
IP FINANCIAL ADVISORY SERVICES LLC
Office #1: 25882 Orchard Lake Road Ste: 203, Farmington Hills, MI 48330RIA
CRD#: 305772
Farmington Hills, MI
Current
March 3, 2014 - Present
INNOVATION PARTNERS LLC
Office #1: 25882 Orchard Lake Road Suite 203, Farmington Hills, MI 48336-1295RIA
BD
CRD#: 146344
Farmington Hills, MI
Past
April 3, 2014 - May 5, 2021
INNOVATION PARTNERS LLC
RIA
CRD#: 146344
CHARLOTTE, NC
Past
February 20, 2014 - February 21, 2014
INNOVATION PARTNERS LLC
BD
CRD#: 146344
CHARLOTTE, NC
Past
August 25, 2010 - March 10, 2014
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
FARMINGTON HILLS, MI
Past
September 10, 1982 - March 10, 2014
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
FARMINGTON HILLS, MI
Past
March 16, 1982 - January 2, 1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 2682
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
IP FINANCIAL ADVISORY SERVICES LLC
DEEMER WEALTH MANAGEMENT | IP FINANCIAL ADVISORY SERVICES LLC | INNOVATION PARTNERS FINANCIAL SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
RIA
Registered Investment Advisory firm - (10/17/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(11/7/2019)
RR
Florida(3/28/2014)
RR
Indiana(3/3/2014)
IAR
Kentucky(12/13/2024)
RR
Michigan(3/3/2014)
IAR
Michigan(1/23/2020)
RR
Ohio(3/3/2014)
RR
Texas(6/3/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IF
IP FINANCIAL ADVISORY SERVICES LLC
DEEMER WEALTH MANAGEMENT | IP FINANCIAL ADVISORY SERVICES LLC | INNOVATION PARTNERS FINANCIAL SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
RIA
Registered Investment Advisory firm - (10/17/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5950 Fairview Road, Suite 140, Charlotte, NC 28210
Mailing Address
Phone number
(980) 326-3335
Established
Firm type
Fiscal year end
# of Employees
112
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,887 |
| AUM (Assets Under Management) | $ 456,110,407 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772Farmington Hills, MI 48330TRUST BUT VERIFY
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Contact information
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