Kipatrick John Mrkva
CFP®Professional Summary
Kipatrick John Mrkva, CFP®, who also goes by Kip Mrkva, is a registered financial advisor currently at GAINPLAN LLC located in Bloomfield Hills, Michigan. Kipatrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Kipatrick has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kip Mrkva
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Videos & Posts
This advisor has not added any videos or posts yet.
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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 on record.
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Credentials
Years of Experience
28 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
GAINPLAN LLC | J. IVORY, LLC
Contact Information
Main Address
800 W. Long Lake Road Suite 100, Bloomfield Hills, MI 48302Phone Number
(248) 385-3737# of Employees
12SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,491AUM (Assets Under Management)
$461,567,836Similar Advisors
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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.
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Primary Firm SEC Registration
GAINPLAN LLC | J. IVORY, LLC
State Registrations and Notice Filings
(9/22/2020)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 1998About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Kipatrick John Mrkva's CRS (Customer Relationship Summary).
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