Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Balch is an Investment Advisor Representative at IP Financial Advisory Services LLC, a firm with offices in Charlotte, North Carolina and Chicago, Illinois. Michael has been in the financial industry for over 35 years, providing a variety of advisory services to individuals, businesses, and qualified retirement plans. Michael has experience in portfolio management, financial planning, and consulting. Michael is registered with the state of Illinois.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
12/01/2023 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
IL
01/02/2018 - 12/20/2022
INVESTMENT PLANNERS, INC. (DECATUR IL)
IL
10/27/2014 - 12/31/2017
FORESIDE FUND SERVICES, LLC (Chicago IL)
IL
06/01/2011 - 11/04/2014
INVESTMENT PLANNERS, INC. (WILMETTE IL)
OR
10/30/2009 - 06/03/2011
NAPLES AIS, INC. (TUALATIN OR)
CO
08/15/2007 - 10/30/2008
JANUS DISTRIBUTORS LLC (DENVER CO)
IL
05/25/2005 - 07/27/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
MA
06/21/2004 - 03/17/2005
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NC
01/01/2003 - 06/21/2004
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
AR
01/15/1999 - 01/01/2003
STEPHENS INC. (LITTLE ROCK AR)
RI
10/30/1996 - 11/13/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
06/08/1995 - 10/28/1996
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
MO
06/16/1992 - 05/19/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
CA
08/07/1991 - 02/04/1992
STANFORD SECURITIES INCORPORATED (PALM DESERT CA)
MA
06/19/1991 - 08/28/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/19/1991 - 08/28/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
06/01/1987 - 06/22/1990
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
02/24/1984 - 02/11/1987
TUCKER, ANTHONY & R. L. DAY, INC.
IA
Issued 11/30/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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