Timothy Ippisch
Timothy Ippisch is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dayton, OH, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2299 Miamisburg Centerville Road, Dayton, OH, 45459
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is involved in numerous business activities, including rental real estate, restaurant investment, and ownership in several LLCs related to his financial practice. He dedicates a significant amount of time (about half their time or more) to these ventures.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations34 states
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