Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kipp? Claim Your ProfileKipp Lee Newman is a financial advisor with over 39 years of experience in the financial industry. Kipp Newman is currently registered with Cetera Investment Advisers LLC, a firm with offices in Schaumburg, IL. Kipp Newman is also a Registered Representative of Cetera Advisor Networks LLC and has been working for them since September 2013. Prior to that, Kipp Newman was employed at Pinnacle Advisory Group in Lawrenceburg, IN since November 1986. Kipp Newman's professional designations include Chartered Financial Consultant. Kipp Newman provides various advisory services to individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
06/29/2023 - Present
Cetera Investment Advisers LLC (LAWRENCEBURG IN)
IN
06/01/2004 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (LAWRENCEBURG IN)
MA
02/14/2003 - 06/11/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
CT
06/07/1993 - 02/25/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
12/27/1984 - 06/07/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 08/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/26/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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