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Christopher Childers

29 Years of Experience
West Des Moines, IA
2 DisclosuresSells Insurance

Christopher Childers is a registered investment advisor at Ip Financial Advisory Services LLC, based in West Des Moines, IA, with 29 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,001 clients with $480M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
133 advisors
Number of Clients
2,001 clients
Average Client Portfolio
$241K average
Assets Under Management
$481.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K3.00%
$250K+2.00%

Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

974 73rd Street, Suite 6, West Des Moines, IA, 50265

Get directions

History

Regulatory History (2)
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Regulatory
September 2019
Final
Employment Separation After Allegations
April 2018
Other Business ActivitiesSells Insurance

Christopher is an independent insurance agent for various companies through Childers Management Corp, dedicating nearly full-time hours to this. He also owns Childers, Cale, Kennedy and Associates, where he spends about 10% of his time selling and servicing fixed insurance products.

Employment History
Current Registrations
Ip Financial Advisory Services LLC
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
October 2009 - May 2018 · 8 yrs 7 mos
New England SecuritiesBroker
February 1995 - October 2009 · 14 yrs 8 mos
John Hancock Distributors, INC.Broker
January 1992 - February 1995 · 3 yrs 1 mo
John Hancock Mutual Life Insurance CompanyBroker
January 1992 - February 1995 · 3 yrs 1 mo
State Registrations1 state
IA
Advisor

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
No exam information available for this advisor.
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