SW
Shawn G. Webb
IP FINANCIAL ADVISORY SERVICES LLC
Eagle, ID 83616
Some features on this profile are disabled
CRD#: 2509999
SW
Professional summary
Shawn Garand Webb, CFP® is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Eagle, Idaho and INNOVATION PARTNERS LLC located in Eagle, Idaho.
Shawn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Shawn has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 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.PACIFIC CREST SERVICES, INC.;
INVESTMENT RELATED: YES;
ADDRESS: SAME AS REGISTERED LOCATION;
NATURE OF BUSINESS: INSURANCE;
START DATE: 02/2008;
POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT/CEO;
APX NUMBER OF HOURS PER WEEK: 40;
APX NUMBER OF HOURS DURING TRADING HOURS: 32.5;
BRIEF DESCRIPTION OF DUTIES: DAILY MANAGEMENT OF ALL DIVISIONS OF COMPANY AND GUIDES DIRECTION OF GROWTH;
2. PACIFIC CREST WEALTH MANAGEMENT, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, SECURITIES, STARTED 5/2006, OWNER, APX 20 HOURS PER WEEK, DURING TRADING HOURS, FINANCIAL PLANNING
3. PACIFIC CREST, LLC;
INVESTMENT RELATED: NO
ADDRESS: 555 E KNOLL DR, EAGLE, ID 83616;
NATURE OF BUSINESS: HOLDS MORTGAGE FOR OFFICE SUITE;
START DATE: 02/2008;
POSITION/TITLE/RELATIONSHIP: OWNER;
APX NUMBER OF HOURS PER WEEK: NONE;
APX NUMBER OF HOURS DURING TRADING HOURS: NONE;
BRIEF DESCRIPTION OF DUTIES: NONE, HOLD MORTGAGE FOR OFFICE SUITE;
4. SGCW, LLC;
INVESTMENT RELATED: NO;
ADDRESS: 555 E KNOLL DR, EAGLE, ID 83616;
NATURE OF BUSINESS: HOLDS MORTGAGE FOR OFFICE SUITE;
START DATE: 03/2016;
POSITION/TITLE/RELATIONSHIP: OWNER;
APX NUMBER OF HOURS PER WEEK: NONE;
APX NUMBER OF HOURS DURING TRADING HOURS: NONE;
BRIEF DESCRIPTION OF DUTIES: NONE, HOLD MORTGAGE FOR OFFICE SUITE;
5. FLATHEAD RE LLC / FLATHEAD RE2 LLC;
INVESTMENT RELATED: NO;
ADDRESS: 555 E KNOLL DR, EAGLE, ID 83616;
NATURE OF BUSINESS: HOLDS MORTGAGE FOR OFFICE BUILDING;
START DATE: 01/2017;
POSITION/TITLE/RELATIONSHIP: OWNER;
APX NUMBER OF HOURS PER WEEK: NONE;
APX NUMBER OF HOURS DURING TRADING HOURS: NONE;
BRIEF DESCRIPTION OF DUTIES: NONE, HOLD MORTGAGE FOR OFFICE BUILDING;
6. GREAT PLAINS LLC;
INVESTMENT RELATED: NO;
ADDRESS: 555 E KNOLL DR, EAGLE, ID 83616;
NATURE OF BUSINESS: LINE OF CREDIT FOR PACIFIC CREST SERVICES;
START DATE: 02/2015;
POSITION/TITLE/RELATIONSHIP: OWNER;
APX NUMBER OF HOURS PER WEEK: NONE;
APX NUMBER OF HOURS DURING TRADING HOURS: NONE;
BRIEF DESCRIPTION OF DUTIES: NONE;
7. PCS OF MONTANA LLC;
INVESTMENT RELATED: NO;
ADDRESS: 555 E KNOLL DR, EAGLE, ID 83616;
NATURE OF BUSINESS: HOLDING COMPANY;
START DATE: 01/2017;
POSITION/TITLE/RELATIONSHIP: OWNER;
APX NUMBER OF HOURS PER WEEK: NONE;
APX NUMBER OF HOURS DURING TRADING HOURS: NONE;
BRIEF DESCRIPTION OF DUTIES: NONE, HOLDING COMPANY;
8. NAME OF OTHER BUSINESS: PACIFIC CREST SERVICES ;
INVESTMENT RELATED: NO
ADDRESS: SAME AS REGISTERED LOCATION ;
NATURE OF BUSINESS: INSURANCE
START DATE: 03/2020 ;
POSITION/TITLE/RELATIONSHIP: PRESIDENT / CONSULTANT ;
APX NUMBER OF HOURS PER WEEK: 4-5 ;
APX NUMBER OF HOURS DURING TRADING HOURS: 4-5 ;
BRIEF DESCRIPTION OF DUTIES: PROVIDING STRATEGIC ADVICE TO INCLUDED BUDGETING, FINANCIAL FORECASTING, TALEN ACQUISITION AND MARKETING ADVICE ;
CRS (Client Relationship Summary) - RIA
Click below to view Shawn Garand Webb'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®
Experience
Current
November 4, 2020 - Present
IP FINANCIAL ADVISORY SERVICES LLC
Office #1: 450 West State Street Ste 215, Eagle, ID 83616RIA
CRD#: 305772
Eagle, ID
Current
November 1, 2020 - Present
INNOVATION PARTNERS LLC
Office #1: 450 West State Street, Ste 215, Eagle, ID 83616RIA
BD
CRD#: 146344
Eagle, ID
Past
July 18, 2007 - November 6, 2020
CETERA ADVISORS LLC
RIA
CRD#: 10299
EAGLE, ID
Past
July 18, 2007 - November 6, 2020
CETERA ADVISORS LLC
BD
CRD#: 10299
EAGLE, ID
Past
February 23, 2005 - July 18, 2007
LEGACY ADVISORY SERVICES, INC.
RIA
CRD#: 111027
MERIDIAN, ID
Past
February 23, 2005 - July 18, 2007
LEGACY FINANCIAL SERVICES, INC.
BD
CRD#: 38697
KENNEWICK, WA
Past
June 3, 2004 - February 23, 2005
LPL FINANCIAL LLC
RIA
CRD#: 6413
SNOHOMISH, WA
Past
February 12, 2004 - February 23, 2005
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
June 6, 2003 - December 8, 2003
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
LYNNWOOD, WA
Past
June 6, 2003 - December 8, 2003
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
WALTHAM, MA
Past
November 11, 2002 - March 11, 2003
COUNTRY TRUST BANK
RIA
CRD#: 109487
LYNWOOD, WA
Past
July 26, 1999 - March 13, 2003
COUNTRY CAPITAL MANAGEMENT COMPANY
BD
CRD#: 12060
BLOOMINGTON, IL
Past
July 29, 1994 - December 31, 1994
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
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
Arizona(11/1/2020)
RR
California(11/1/2020)
RR
Idaho(11/1/2020)
IAR
Idaho(11/4/2020)
RR
Indiana(11/1/2020)
RR
Kansas(1/7/2025)
RR
North Carolina(11/13/2020)
RR
North Dakota(1/7/2025)
RR
Oregon(11/1/2020)
RR
Tennessee(11/1/2020)
RR
Washington(11/12/2020)
RR
Wyoming(11/1/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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.
