GD
Guy B. Deemer
DEEMER WEALTH MANAGEMENT LLC
Venetia, PA 15367
Some features on this profile are disabled
CRD#: 2504584
GD
Professional summary
Guy B Deemer, who also goes by Guy Bernard Deemer, is a registered financial advisor currently at DEEMER WEALTH MANAGEMENT LLC located in Venetia, Pennsylvania and IP FINANCIAL ADVISORY SERVICES LLC located in Venetia, Pennsylvania.
Guy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Guy has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Guy Bernard Deemer
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) Investment Advisor representative; IP Financial Advisory Services LLC; Investment Related: Yes; Location: 5950 Fairview Rd Suite 140 Charlotte, NC 28210; Description of the business: IP Financial Advisory Services, LLC( IPFAS) provides DWM with access to certain technology, managers, custodians, and other services which IPFAS obtains through the Envestnet platform. These services are covered under the platform access agreement that is in place between IPFAS and DWM. IPFAS has an agreement with Envestnet whereby Envestnet provides IPFAS with access to certain technology, managers, custodians, and other services through its platform.; Responsibilities Duties: IP Financial Advisory Services, LLC( IPFAS) provides DWM with access to certain technology, managers, custodians, and other services which IPFAS obtains through the Envestnet platform. These services are covered under the platform access agreement that is in place between IPFAS and DWM. IPFAS has an agreement with Envestnet whereby Envestnet provides IPFAS with access to certain technology, managers, custodians, and other services through its platform.; Start date with business: 2019-11-30; Hours devoted to business during trading hours: 160; Hours devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 95. 2) Owner; Own a Commercial Building; Investment Related: No; Location: 3408 Babcock Blvd Pittsburgh PA 15237; Description of the business: Commercial Building that we rent to a Chiropractor.; Responsibilities Duties: It requires a few hours a year of outside maintenance.; Start date with business: 2017-09-28; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 5. 3) Owner; Insurance License; Investment Related: Yes; Location: 107 Golden Eagle Dr Venetia, PA. 15367; Description of the business: I carry an insurance license for Life and Health. ; Responsibilities Duties: I carry the license but I do know marketing and have not had any insurance sales in several years. I keep it active just in case something comes up.; Start date with business: 1994-07-14. 4.) Degore Plumbing & Heating; Position Title: NA; Investment Related: No; 362 Church Rd Bethel Park PA 15102; Plumbin Business Investment, just a cash infusion from me. Completely passive on my part.; Duties: No responsibilties or duties; 2022-06-15; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 3;
CRS (Client Relationship Summary) - RIA
Click below to view Guy B Deemer'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
November 16, 2018 - Present
DEEMER WEALTH MANAGEMENT LLC
Office #1: 107 Golden Eagle Dr Suite 22, Venetia, PA 15367RIA
CRD#: 296823
Venetia, PA
Current
January 8, 2020 - Present
IP FINANCIAL ADVISORY SERVICES LLC
Office #1: 107 Golden Gable Drive, Venetia, PA 15367RIA
CRD#: 305772
Venetia, PA
Past
January 4, 2016 - November 5, 2018
SB ADVISORY, LLC
RIA
CRD#: 154680
Venetin, PA
Past
September 22, 2015 - November 5, 2018
IFS SECURITIES
BD
CRD#: 40375
ATLANTA, GA
Past
December 7, 2009 - September 29, 2015
OPPENHEIMER & CO. INC.
RIA
CRD#: 249
Sewickley, PA
Past
December 3, 2009 - September 29, 2015
OPPENHEIMER & CO. INC.
BD
CRD#: 249
Sewickley, PA
Past
July 31, 2007 - November 24, 2009
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RIA
CRD#: 793
BETHEL PARK, PA
Past
July 31, 2007 - November 24, 2009
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BD
CRD#: 793
BETHEL PARK, PA
Past
February 14, 2006 - July 31, 2007
RYAN BECK & CO.
RIA
CRD#: 3248
BETHEL PARK, PA
Past
April 29, 2002 - July 31, 2007
RYAN BECK & CO.
BD
CRD#: 3248
BETHEL PARK, PA
Past
July 22, 1999 - May 13, 2002
GRUNTAL & CO., L.L.C.
BD
CRD#: 372
NEW YORK, NY
Past
April 17, 1998 - July 1, 1999
E. E. POWELL & COMPANY INC.
BD
CRD#: 3063
SEVEN FIELDS, PA
Past
July 3, 1996 - April 6, 1998
SUMMIT INVESTMENT GROUP, INC.
BD
CRD#: 39982
PITTSBURGH, PA
Past
January 27, 1995 - July 11, 1996
INVESTACORP, INC.
BD
CRD#: 7684
MIAMI, FL
Past
July 14, 1994 - February 15, 1995
PENN CAPITAL FINANCIAL SERVICES, INC.
BD
CRD#: 10640
PITTSBURGH, PA
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
Florida(7/9/2020)
IAR
Georgia(9/4/2020)
IAR
Pennsylvania(11/16/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
