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Edward Ryan Kipp

Zacks Investment Management, Inc.

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About Edward Ryan Kipp

Edward Ryan Kipp is an Investment Advisor Representative with Zacks Investment Management, Inc. Edward Ryan Kipp has been in the industry for over 10 years. Edward Ryan Kipp is licensed in Illinois and has passed the Series 6, Series 63, Series 65, and SIE exams. Edward Ryan Kipp has previous experience with J.P. Morgan Securities LLC and Assetmark Brokerage, LLC.

Firm Information

Edward Kipp is currently registered with Zacks Investment Management, Inc.. Zacks Investment Management, Inc. is an investment management firm based in Chicago, Illinois. They offer a range of services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm creates and manages quantitative investment models licensed to sponsors of UITS and ETFs. They manage over $10 billion in assets for various clients, including individuals, high net worth individuals, pension and profit sharing plans, corporations, and other investment advisors. They also offer wrap fee programs.
Zacks Investment Management, Inc.

10 S. RIVERSIDE PLAZA

CHICAGO, IL 60606

$10.56B

Assets Under Management

25

Total Clients

66

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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creates and manages quantitative investment models that are licensed to sponsors of uits and etfs

Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Edward Kipp’s Registration & Firm History

IL

04/06/2017 - Present

Zacks Investment Management, Inc. (CHICAGO IL)

IL

04/08/2015 - 03/01/2016

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

CA

09/02/2014 - 09/23/2014

ASSETMARK BROKERAGE, LLC (CONCORD CA)

CA

08/15/2014 - 08/20/2014

ASSETMARK BROKERAGE, LLC (CONCORD CA)

VA

03/29/2014 - 08/15/2014

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

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Licenses & Designations

IA

Issued 03/27/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Ryan Kipp.
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