Daniel Ripley
Daniel Ripley is a registered investment advisor at Ibn Financial Services, INC, based in Spokane, WA, with 33 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 519 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.50% to 2.00% per year depending on account size and complexity. Fees are negotiable.
Fee Estimator
Location
Spokane, WA
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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
Daniel is involved with National Insurance Corp. since 2016, selling fixed insurance and securities, including traditional life and health insurance. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Ibn Financial Services, INC
Ibn Financial Services, INC.
Ibn Financial Services, INC.Broker
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
Ridgeway Conger Advisory Services
Ridgeway Conger Advisory Services
Ridgeway & Conger, INC.Broker
Ridgeway Conger Advisory Services
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
1717 Capital Management Company
Atlas Brokerage Company, L.P.Broker
1717 Capital Management CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.
Exams
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