Michael Grant
Michael Grant is a ChFC-designated registered investment advisor at Ip Financial Advisory Services LLC, based in Panama City, FL, with 20 years of industry experience. Michael 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
455 Harrison Ave, Suite H, Panama City, FL, 32401
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
October 2017Criminal
May 2003Criminal
May 1996Criminal
January 1996Other Business ActivitiesSells Insurance
Michael is an insurance agent selling non-variable insurance since 2018, dedicating about a quarter of his time to this. He also conducts investment advisory business through Seven Wealth Management, Inc. full-time, and is a registered representative and investment adviser representative for Innovations Partners, LLC and IP Financial Advisory Services, LLC, respectively. Finally, Michael spends minimal time renting out cars through Turo.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
22 Seven Wealth Management INC
Previous Registrations
Saxony Securities, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations6 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.