Ian Lippert, financial advisor Lyndhurst OH
93 score

Ian Lippert

CRD Number: 5534210
Current Firm: Charles Schwab & Company, Inc.

Ian Lippert (CRD# 5534210) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lyndhurst, OH and has over 8 years of experience in the finance industry.

Similar Advisors
Robert Gavlak, financial advisor Lyndhurst OH
Robert J. Gavlak
CRD# 5686543
Strategic Wealth Partners, Ltd.
Score
106
Similar Advisors
Jack Malarik, financial advisor Lyndhurst OH
Jack Malarik
CRD# 1222015
Summit Wealth Partners, LLC
Score
102
Similar Advisors
Michael Brady, financial advisor Lyndhurst OH
Michael C. Brady
CRD# 1320686
Michael Brady & Company, LLC
Score
87
Company Name Location Dates Years
Charles Schwab Bank Lynhurst, OH Apr 2015 - Current 1
Charles Schwab & Company, Inc. Lynhurst, OH Aug 2009 - Current 7
National Strategic Corporation Wickliffe, OH Apr 2009 - Aug 2009 < 1
Marshall Brothers Painting Akron, OH Dec 2008 - Apr 2009 < 1
Edward Jones St. Louis, MO May 2008 - Dec 2008 < 1
Ashland University Ashland, OH Aug 2007 - May 2008 < 1
Cherry Creek Golf & Banquet Center Shelby Township, MI May 2007 - Aug 2007 < 1
Ashland University Ashland, OH Aug 2006 - May 2007 < 1
Cherry Creek Golf & Banquet Center Shelby Township, MI Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Ian J. Lippert
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

Ready to hire a financial advisor? Get competitive proposals from Ian Lippert and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.