Lonnie Mclane
Lonnie Mclane is a registered investment advisor at Ip Financial Advisory Services LLC, based in Lapeer, MI, with 34 years of industry experience. Lonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
Lapeer, MI
Get directionsHistory
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
Lonnie is involved with Estate & Tax Consultants, LLC, offering trust funding, accounting, mortgage reduction programs, annuities, long-term care insurance, and single premium life insurance, spending approximately 60 hours per month. Lonnie also provides bookkeeping, tax preparation, tax resolution, and trust services through the same company, dedicating another 60 hours per month.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
Innovation Partners LLC
Ip Financial Advisory Services LLC
Innovation Partners LLC
Spc
Sigma Financial CorporationBroker
Fortis Investors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.