Kipatrick J. Mrkva

GAINPLAN LLC

Bloomfield Hills, MI 48302

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CRD#: 3124829

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kip Mrkva

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. 6/8/04 - OUTSIDE SALES OF NON-VARIABLE INSURANCE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kipatrick John Mrkva'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

September 22, 2020 - Present

GAINPLAN LLC

Office #1: 800 W. Long Lake Rd. Suite 100, Bloomfield Hills, MI 48302

RIA

CRD#: 174427

Bloomfield Hills, MI

Past

May 27, 2010 - September 17, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

FARMINGTON HILLS, MI

Past

June 1, 2004 - September 17, 2020

LPL FINANCIAL LLC

CRD#: 6413

FARMINGTON HILLS, MI

Past

September 28, 1998 - June 14, 2004

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

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".

GAINPLAN LLC

GAINPLAN LLC | J. IVORY, LLC

CRD#: 174427 / SEC#: 801-81166

RIA

Registered Investment Advisory firm - (4/1/2015 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

Michigan
(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

State Security Law Exam

Series 63

Date: 10/9/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/6/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/25/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GAINPLAN LLC

GAINPLAN LLC | J. IVORY, LLC

CRD#: 174427 / SEC#: 801-81166

RIA

Registered Investment Advisory firm - (4/1/2015 Approved)

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Contact information

Main Address

800 W. Long Lake Road Suite 100, Bloomfield Hills, MI 48302

Mailing Address

Phone number

(248) 385-3737

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts	1,765
AUM (Assets Under Management)	$ 478,464,901

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.

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Kipatrick J. Mrkva

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kipatrick John Mrkva's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WS GRIFFITH SECURITIES, INC.

Primary Firm SEC Registration

GAINPLAN LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/9/1998

SIE

Date: 10/1/2018

Series 7

Date: 11/6/2001

Series 6

Date: 9/25/1998

Current Firm

GAINPLAN LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GAINPLAN LLC

TRUST BUT VERIFY

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