Timothy Ippisch (CRD# 3208267) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dayton, OH and has over 21 years of experience in the finance industry. Timothy Ippisch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Tri Wealth Management & Financial Planning, LLC | Dayton, OH | Dec 2018 - Current | 5 |
Raymond James Financial Services | Dayton, OH | Feb 2016 - Current | 8 |
Raymond James Financial Services Advisors Inc. | Dayton, OH | Feb 2016 - Current | 8 |
Mcgillvary & Ippisch Wealth Advisors | Dayton, OH | Feb 2016 - Current | 8 |
Mlm & Tri Shk, Inc. | Kettering, OH | May 2018 - Oct 2019 | 1 |
Mlm & Tri Kettering, LLC | Kettering, OH | Feb 2019 - Sep 2019 | < 1 |
Timothy R. Ippisch | Dayton, OH | Apr 2016 - Jul 2017 | 1 |
Nortwestern Mutual Investment Services, LLC | Beaver Creek, OH | Mar 2000 - Feb 2016 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2003 |
S65 | NASAA Investment Advisors Law Examination | Jan 2006 |
- OH
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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