Ifs Advisory, LLC

Ifs Advisory, LLC (CRD# 154680) is a financial advisory firm headquartered in Atlanta, GA. They manage $90,059,072 in 498 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    498
    ACCOUNTS
  • Average Account Value
    $180,842
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Ifs Advisory, LLC
Showing 1 - 10 of 46 top financial advisors.
1
Michael F. Bready
CRD#: 5406351
3414 Peachtree Rd Ne, Suite 1020, Bethesda, GA 30326
98
Wealthminder
score

Michael Bready (CRD# 5406351) is an Investment Advisor Representative working at Ifs Advisory, LLC in Atlanta, GA and has over 8 years of experience in the finance industry.

2
William W. Bell
CRD#: 1425706
3414 Peachtree Rd Ne, Suite 1020, Atlanta, GA 30326
96
Wealthminder
score

William Bell (CRD# 1425706) is an Investment Advisor Representative working at Ifs Advisory, LLC in Atlanta, GA and has over 32 years of experience in the finance industry. William Bell 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.

3
Barbara L. Kice
CRD#: 4379412
3414 Peachtree Rd Ne, Suite 1020, Atlanta, GA 30326
96
Wealthminder
score

Barbara Kice (CRD# 4379412) is an Investment Advisor Representative working at Ifs Advisory, LLC in Atlanta, GA and has over 16 years of experience in the finance industry. Barbara Kice 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.

4
James A. Battaglia
CRD#: 1012084
3414 Peachtree Rd Ne, Suite 1020, Atlanta, GA 30326
93
Wealthminder
score

James Battaglia (CRD# 1012084) is an Investment Advisor Representative working at Ifs Advisory, LLC in Atlanta, GA and has over 33 years of experience in the finance industry.

5
John N. Bliss
CRD#: 4463782
3414 Peachtree Rd Ne, Suite 1020, Atlanta, GA 30326
93
Wealthminder
score

John Bliss (CRD# 4463782) is an Investment Advisor Representative working at Ifs Advisory, LLC in Atlanta, GA and has over 16 years of experience in the finance industry.

6
Bradley J. Donner
CRD#: 1861531
3414 Peachtree Rd Ne, Suite 1020, Atlanta, GA 30326
93
Wealthminder
score

Bradley Donner (CRD# 1861531) is an Investment Advisor Representative working at Ifs Advisory, LLC in Atlanta, GA and has over 29 years of experience in the finance industry.

7
Eric Graupensperger
CRD#: 5605677
3414 Peachtree Rd Ne, Suite 1020, Atlanta, GA 30326
93
Wealthminder
score

Eric Graupensperger (CRD# 5605677) is an Investment Advisor Representative working at Ifs Advisory, LLC in Atlanta, GA and has over 8 years of experience in the finance industry.

8
Karen E. Johnson
CRD#: 1747329
3414 Peachtree Rd Ne, Suite 1020, Atlanta, GA 30326
93
Wealthminder
score

Karen Johnson (CRD# 1747329) is an Investment Advisor Representative working at Ifs Advisory, LLC in Atlanta, GA and has over 6 years of experience in the finance industry.

9
Reed N. Lengel
CRD#: 1040063
3414 Peachtree Rd Ne, Suite 1020, Atlanta, GA 30326
93
Wealthminder
score

Reed Lengel (CRD# 1040063) is an Investment Advisor Representative working at Ifs Advisory, LLC in Atlanta, GA and has over 35 years of experience in the finance industry.

10
Paul A. Maher
CRD#: 5250641
1315 South St. Francis Drive, Suite 5, Santa Fe, NM 87505
93
Wealthminder
score

Paul Maher (CRD# 5250641) is an Investment Advisor Representative working at Ifs Advisory, LLC in Santa Fe, NM and has over 10 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.