KF
Kevin C. Fifield
IP FINANCIAL ADVISORY SERVICES LLC
Byron Center, MI 49315
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CRD#: 1627832
KF
Professional summary
Kevin C Fifield, who also goes by Kevin Clayton Fifield, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Byron Center, Michigan.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Kevin has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin Clayton Fifield
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. 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.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin C Fifield'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
February 9, 2022 - Present
IP FINANCIAL ADVISORY SERVICES LLC
Office #1: 8233 Byron Center Avenue Sw Suite K, Byron Center, MI 49315RIA
CRD#: 305772
Byron Center, MI
Past
February 22, 2013 - November 15, 2021
OSAIC SERVICES, INC.
RIA
CRD#: 133763
BYRON CENTER, MI
Past
November 28, 2012 - November 15, 2021
OSAIC SERVICES, INC.
BD
CRD#: 133763
BYRON CENTER, MI
Past
January 27, 2011 - November 12, 2012
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
BYRON CENTER, MI
Past
July 6, 2007 - November 12, 2012
SECURITIES AMERICA, INC.
BD
CRD#: 10205
BYRON CENTER, MI
Past
May 27, 2004 - July 12, 2007
BROOKSTREET SECURITIES CORPORATION
RIA
CRD#: 14667
BYRON CENTER, MI
Past
June 20, 2003 - July 12, 2007
BROOKSTREET SECURITIES CORPORATION
BD
CRD#: 14667
BYRON CENTER, MI
Past
February 1, 2001 - June 27, 2003
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
June 30, 1998 - February 9, 2001
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
January 19, 1990 - June 2, 1998
FORESTERS EQUITY SERVICES, INC.
BD
CRD#: 18464
SAN DIEGO, CA
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.Highlighted states indicate IAR registrations
IAR
Michigan(2/9/2022)
IAR
New Mexico(9/22/2023)
IAR
Oklahoma(9/26/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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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Company Information
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772Byron Center, MI 49315TRUST BUT VERIFY
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