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Christopher L. Childers

IP FINANCIAL ADVISORY SERVICES LLC
West Des Moines, IA 50265
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CRD#: 2175772
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Professional summary


Christopher Lowell Childers, who also goes by Chris Childers, Christopher L Childers, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in West Des Moines, Iowa.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Christopher has worked at 5 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chris Childers | Christopher L Childers

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)CHILDERS MANAGEMENT CORP, 974 73RD ST, STE 6, DES MOINES, IA, 9/2009 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 40 HR/WK - 30/TRADING. 2) CHILDERS, CALE, KENNEDY AND ASSOCIATES, 974 73RD ST. STE #6, DES MOINES, IA 50324. OWNER SINCE 09/01/09. NOT INVESTMENT RELATED. WORKS 15 HOURS PER WEEK 10 OF WHICH ARE SPENT DURING TRADING HOURS. DUTIES: SELLING AND SERVICING FIXED INSURANCE PRODUCTS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Lowell Childers's CRS (Customer Relationship Summary).
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®
None

Experience


Current

November 17, 2023 - Present

IP FINANCIAL ADVISORY SERVICES LLC

Office #1: 974 73rd Street Suite 18, West Des Moines, IA 50265
RIA
CRD#: 305772
West Des Moines, IA
Past

October 1, 2009 - May 11, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
DES MOINES, IA
Past

February 2, 1995 - October 30, 2009

NEW ENGLAND SECURITIES

BD
CRD#: 615
DES MOINES, IA
Past

January 6, 1992 - February 8, 1995

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

January 6, 1992 - February 8, 1995

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

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
Iowa
(11/17/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/15/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 9/21/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product 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)
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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)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CHASE CARLIN ADV PART 2B (11/3/2025)

Regulatory assets under management


Total Number of Accounts2,887
AUM (Assets Under Management)$ 456,110,407

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


IP FINANCIAL ADVISORY SERVICES LLC

CRD#: 305772West Des Moines, IA 50265

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