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Scott W. Lipka

INTEGRATED ADVISORS NETWORK LLC
Memphis, TN 38119
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CRD#: 7869338
SL

Professional summary


Scott Wesley Lipka, who also goes by Scott Wesley Lipka, is a registered financial advisor currently at INTEGRATED ADVISORS NETWORK LLC located in Memphis, Tennessee and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Scott has worked at 2 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Scott Wesley Lipka

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.) SELECT WEALTH ADVISERS - 2/12/24 - 6075 Poplar Avenue, Suite 406, Memphis, TN 38119 - CFO/Financial Adviser, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) INTEGRATED ADVISORS NETWORK - 12/1/1984 - 8117 Preston Road, Suite 300, Dallas, TX 75225 - CFO, IAR, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours). 3.) INDEPENDENT INSURANCE AGENT - 2/13/24 - 6075 Poplar Avenue, Suite 406, Memphis, TN 38119 - Agent, Selling insurance, Not Invt Rel, Insurance sales business, 5 hrs/mo; 5 hrs/mo (during trading hours).

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Scott Wesley Lipka'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®
None

Experience


Current

January 16, 2025 - Present

INTEGRATED ADVISORS NETWORK LLC

Office #1: 6075 Poplar Ave Suite 406, Memphis, TN 38119
RIA
CRD#: 171991
Memphis, TN
Current

July 12, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
SUMMIT, NJ

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".
IA
INTEGRATED ADVISORS NETWORK LLC
ABUNDANTIA CAPITAL CORP | ZIMMERMAN WEALTH ADVISORY GROUP, LLC | YORKSHIRE WEALTH MANAGEMENT, INC | WHEELER WEALTH ADVISORY | WEALTH STRATEGIES FOR LIFE, LLC | VINEYARD WEALTH ADVISORS LLC | VINEYARD WEALTH ADVISORS | VINEYARD GLOBAL ADVISORS | VINEYARD ASSET MANAGEMENT | SZTROM WEALTH MANAGEMENT, LLC | SHIELDS CAPITAL ADVISORS | SF-IAN | SERENE POINT ADVISORS, LLC | SELECT WEALTH ADVISERS | SAWYER CAPITAL INVESTMENT ADVISORS | SAND CREEK INVESTMENT PARTNERS, INC. | RETIREMENT SOLUTIONS NETWORK LLC | REDEFINE WEALTH MANAGEMENT, LLC | RAMA FINANCIAL, LLC | PROGRESSION ASSET MANAGEMENT, INC | PENGUIN CAPITAL MANAGEMENT | PARAGON WEALTH | OPEN NETWORK FINANCIAL CONSULTING | NSPIRE WEALTH LLC | MOSAIC FINANCIAL SOLUTIONS | MOSAIC FINANCIAL SERVICES | MILLER PACIFIC FINANCIAL ADVISORS LLC | MILITELLO WEALTH MANAGEMENT, LLC | MENLO OAKS CAPITAL GROUP, LLC | MDK PRIVATE WEALTH MANAGEMENT | LONGVIEW INVESTMENT ADVISORS | LONG COURSE CAPITAL LLC | LIENART FAMILY ASSET MANAGEMENT | LATTICE WEALTH MANAGEMENT GROUP | JC INVESTMENT MANAGEMENT | INTEGRATED ADVISORS NETWORK LLC | FINANCIAL FOUNDATIONS INC. | EVOQUE INVESTMENTS, INC. | ELY PRUDENT PORTFOLIOS, LLC | ECHELON INVESTMENT MANAGEMENT LLC | DYNAMIC ADVISORS | COPPER CREST ADVISORS, LLC | CHRISTOPHER CLARK, INVESTMENT ADVISER | CAPITAL CITY FINANCIAL PARTNERS | CANDID FINANCIAL, LLC | BXC PARTNERS, LLC | BURNS-BLACKBURN GRPOUP, LLC | BUCHANAN WEALTH ADVISORY, LLC | BPA WEALTH MANAGEMENT | B&B STRATEGIC MANAGEMENT | AUGUSTA CAPITAL MANAGEMENT, LLC | AUCTUM WEALTH MANAGEMENT, LLC | ARCHER BAY CAPITAL, LLC | APEX QUANTITATIVE GROUP | APEX CAPITAL ADVISING, LLC | ANIMAS CAPITAL MANAGEMENT | ANDERSEN CAPITAL MANAGEMENT, LLC | ALL SOURCE INVESTMENT MANAGEMENT | ADVANCED WEALTH STRATEGIES GROUP | ADVANCED CAPITAL MANAGEMENT

CRD#: 171991 / SEC#: 801-96203

RIA
Registered Investment Advisory firm - (5/11/2015 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.
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

IAR
Nevada
(10/14/2025)
IAR
Tennessee
(1/16/2025)
RR
Tennessee
(10/16/2025)
IAR
Texas
(10/14/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 10/15/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 7/11/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


IA
INTEGRATED ADVISORS NETWORK LLC
ABUNDANTIA CAPITAL CORP | ZIMMERMAN WEALTH ADVISORY GROUP, LLC | YORKSHIRE WEALTH MANAGEMENT, INC | WHEELER WEALTH ADVISORY | WEALTH STRATEGIES FOR LIFE, LLC | VINEYARD WEALTH ADVISORS LLC | VINEYARD WEALTH ADVISORS | VINEYARD GLOBAL ADVISORS | VINEYARD ASSET MANAGEMENT | SZTROM WEALTH MANAGEMENT, LLC | SHIELDS CAPITAL ADVISORS | SF-IAN | SERENE POINT ADVISORS, LLC | SELECT WEALTH ADVISERS | SAWYER CAPITAL INVESTMENT ADVISORS | SAND CREEK INVESTMENT PARTNERS, INC. | RETIREMENT SOLUTIONS NETWORK LLC | REDEFINE WEALTH MANAGEMENT, LLC | RAMA FINANCIAL, LLC | PROGRESSION ASSET MANAGEMENT, INC | PENGUIN CAPITAL MANAGEMENT | PARAGON WEALTH | OPEN NETWORK FINANCIAL CONSULTING | NSPIRE WEALTH LLC | MOSAIC FINANCIAL SOLUTIONS | MOSAIC FINANCIAL SERVICES | MILLER PACIFIC FINANCIAL ADVISORS LLC | MILITELLO WEALTH MANAGEMENT, LLC | MENLO OAKS CAPITAL GROUP, LLC | MDK PRIVATE WEALTH MANAGEMENT | LONGVIEW INVESTMENT ADVISORS | LONG COURSE CAPITAL LLC | LIENART FAMILY ASSET MANAGEMENT | LATTICE WEALTH MANAGEMENT GROUP | JC INVESTMENT MANAGEMENT | INTEGRATED ADVISORS NETWORK LLC | FINANCIAL FOUNDATIONS INC. | EVOQUE INVESTMENTS, INC. | ELY PRUDENT PORTFOLIOS, LLC | ECHELON INVESTMENT MANAGEMENT LLC | DYNAMIC ADVISORS | COPPER CREST ADVISORS, LLC | CHRISTOPHER CLARK, INVESTMENT ADVISER | CAPITAL CITY FINANCIAL PARTNERS | CANDID FINANCIAL, LLC | BXC PARTNERS, LLC | BURNS-BLACKBURN GRPOUP, LLC | BUCHANAN WEALTH ADVISORY, LLC | BPA WEALTH MANAGEMENT | B&B STRATEGIC MANAGEMENT | AUGUSTA CAPITAL MANAGEMENT, LLC | AUCTUM WEALTH MANAGEMENT, LLC | ARCHER BAY CAPITAL, LLC | APEX QUANTITATIVE GROUP | APEX CAPITAL ADVISING, LLC | ANIMAS CAPITAL MANAGEMENT | ANDERSEN CAPITAL MANAGEMENT, LLC | ALL SOURCE INVESTMENT MANAGEMENT | ADVANCED WEALTH STRATEGIES GROUP | ADVANCED CAPITAL MANAGEMENT

CRD#: 171991 / SEC#: 801-96203

RIA
Registered Investment Advisory firm - (5/11/2015 Approved)
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Contact information


Main Address
8117 Preston Rd Suite 300, Dallas, TX 75225
Mailing Address
P.o. Box 25523, Dallas, TX 75225
Phone number
(855) 729-4222
Established
Firm type
Fiscal year end
# of Employees
88

SEC notice filing (48 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INTEGRATED ADVISORS NETWORK - ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management


Total Number of Accounts12,619
AUM (Assets Under Management)$ 4,585,500,174

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


INTEGRATED ADVISORS NETWORK LLC

CRD#: 171991Memphis, TN 38119

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