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Ian C. Powell

FINANCIAL SERENITY
Burleson, TX
Some features on this profile are disabled
CRD#: 7269339
IP

Professional summary

Ian Conrad Powell, who also goes by Ian Powell, is a registered financial advisor currently at FINANCIAL SERENITY, LLC located in Burleson, Texas.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ian has worked at 4 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ian Powell

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Conrad Powell'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®
None

Experience

Current

June 2, 2022 - Present

FINANCIAL SERENITY, LLC

RIA
CRD#: 321853
Burleson, TX
Past

August 3, 2021 - June 9, 2022

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
BURLESON, TX
Past

August 3, 2021 - June 9, 2022

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
BURLESON, TX
Past

March 24, 2021 - August 3, 2021

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
Burleson, TX
Past

September 14, 2020 - August 4, 2021

INTERACTIVE FINANCIAL ADVISORS

RIA
CRD#: 125117
Burlesn, TX

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
North Carolina
(11/18/2025)
IAR
Texas
(6/2/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 4/26/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 9/14/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/24/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/26/2021
Securities Industry Essentials Examination

Current Firm

FS
FINANCIAL SERENITY, LLC
FINANCIAL SERENITY, LLC

CRD#: 321853 / SEC#:

Georgia
Registered Investment Advisory firm - (12/2/2024 Terminated)
North Carolina
Registered Investment Advisory firm - (7/20/2022 Approved)
Texas
Registered Investment Advisory firm - (6/2/2022 Approved)
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Contact information

Main Address
Burleson, TX
Mailing Address
Phone number
(817) 381-5393
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts175
AUM (Assets Under Management)$ 6,388,682

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.

Company Information

FINANCIAL SERENITY, LLC

CRD#: 321853Burleson, TX

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