Kipp Newman
Kipp Newman is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lawrenceburg, IN, with 41 years of industry experience. Kipp operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
131 E High St, Lawrenceburg, IN, 47025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kipp is an independent insurance agent selling disability, fixed annuities, life/accident/health, and long-term care products, dedicating full-time hours to this since 1984. He is also involved in property management, serves on the board of Lawrenceburg City Bond Bank and Lawrenceburg High School Building Corporation, and is a registered representative & IAR with Pinnacle Advisory Group Inc. of Indiana.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Main Street Management Company
Main Street Management CompanyBroker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
Phoenix Equity Planning CorporationBroker
State Registrations6 states
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