Ian Essling (CRD# 4547574) is an Investment Advisor Representative working at Commonwealth Financial Network in Bloomington, IN and has over 21 years of experience in the finance industry. Ian Essling 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# 4737760
Edward Jones
CRD# 5480934
J. W. Cole Advisors, Inc.
CRD# 4059124
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Aug 2018 - Current | 5 |
| Innovative Financial Solutions, Inc. | Palm Coast, FL | Apr 2012 - Current | 12 |
| Ifs Planning Strategies, LLC | Bloomington, IN | Apr 2012 - Oct 2019 | 7 |
| Mml Investors Services, LLC | Bloomington, IN | Mar 2017 - Aug 2018 | 1 |
| Msi Financial Services, Inc. | Bloomginton, IN | Jan 2015 - Mar 2017 | 2 |
| New England Securities | Indianapolis, IN | Mar 2003 - Jan 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2003 |
- IN
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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