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Shawn Garand Webb

CFP®
IP FINANCIAL ADVISORY SERVICES
Eagle, ID
·CRD# 2509999·27 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial Planner

Years of Experience

27 years in the financial services industry

Current & Past Employments

IP FINANCIAL ADVISORY SERVICES LLC·CRD# 305772
RIA
450 West State Street Ste 215, Eagle, ID 83616
November 4, 2020 - Present
INNOVATION PARTNERS LLC·CRD# 146344
RIA
BD
450 West State Street, Ste 215, Eagle, ID 83616
November 1, 2020 - Present
CETERA ADVISORS LLC·CRD# 10299
RIA
Eagle, ID
July 18, 2007 - November 6, 2020
CETERA ADVISORS LLC·CRD# 10299
BD
Eagle, ID
July 18, 2007 - November 6, 2020
LEGACY ADVISORY SERVICES, INC.·CRD# 111027
RIA
Meridian, ID
February 23, 2005 - July 18, 2007
LEGACY FINANCIAL SERVICES, INC.·CRD# 38697
BD
Kennewick, WA
February 23, 2005 - July 18, 2007
LPL FINANCIAL LLC·CRD# 6413
RIA
Snohomish, WA
June 3, 2004 - February 23, 2005
LPL FINANCIAL LLC·CRD# 6413
BD
Fort Mill, SC
February 12, 2004 - February 23, 2005
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
RIA
Lynnwood, WA
June 6, 2003 - December 8, 2003
COMMONWEALTH FINANCIAL NETWORK·CRD# 8032
BD
Waltham, MA
June 6, 2003 - December 8, 2003
COUNTRY TRUST BANK·CRD# 109487
RIA
Lynwood, WA
November 11, 2002 - March 11, 2003
COUNTRY CAPITAL MANAGEMENT COMPANY·CRD# 12060
BD
Bloomington, IL
July 26, 1999 - March 13, 2003
WADDELL & REED·CRD# 866
BD
Overland Park, KS
July 29, 1994 - December 31, 1994

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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 - SEC (10/17/2019 Approved)

Contact Information

Main Address

5950 Fairview Road, Suite 140, Charlotte, NC 28210

Phone Number

(980) 326-3335

# of Employees

112

SEC notice filing (48 States and Territories)

Registered to provide investment advisory services in 48 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ARTHUR JOHNSON ADV PART 2B (6/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,686

AUM (Assets Under Management)

$481,397,453

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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 ;

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2004About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 1999About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2004About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 1999About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Oct 2007About the Series 24 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Apr 2001About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Shawn Garand Webb's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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