Brian Cvetkovski
Brian Cvetkovski is a registered investment advisor at Ip Financial Advisory Services LLC, based in Farmington Hills, MI, with 12 years of industry experience. Brian 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
25882 Orchard Lake Rd, Ste 203, Farmington Hills, MI, 48336
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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
Brian is an independent insurance agent selling fixed life, health, and disability insurance since 2013. He also owns Cvetkovski Financial LLC, offering fixed life, employee benefits, disability insurance, long-term care, and fixed annuities, dedicating about a quarter of his time.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Innovation Partners LLC
Previous Registrations
MML Investors Services, LLCBroker
State Registrations5 states
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