Ifs Advisory, LLC

Ifs Advisory, LLC (CRD# 154680) is a financial advisory firm headquartered in Atlanta, GA. They manage $191,829,120 in 863 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    863
    ACCOUNTS
  • Average Account Value
    $222,282
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
  • 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 66 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
Derrick M. Girard
CRD#: 4914175
3343 Wilds Ridge Nw, Prior Lake, MN 55372
96
Wealthminder
score

Derrick Girard (CRD# 4914175) is an Investment Advisor Representative working at Ifs Advisory, LLC in Prior Lake, MN and has over 13 years of experience in the finance industry. Derrick Girard 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
Karen E. Johnson
CRD#: 1747329
3414 Peachtree Rd Ne, Suite 1020, Atlanta, GA 30326
96
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.

4
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.

5
Christopher H. Stoner
CRD#: 5473451
3414 Peachtree Rd Ne, Suite 1020, Atlanta, GA 30326
96
Wealthminder
score

Christopher Stoner (CRD# 5473451) is an Investment Advisor Representative working at Ifs Advisory, LLC in Atlanta, GA and has over 10 years of experience in the finance industry. Christopher Stoner 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.

6
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 34 years of experience in the finance industry.

7
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.

8
Ronald C. Bookbinder
CRD#: 3256266
4725 Carondelet St, New Orleans, LA 70115
93
Wealthminder
score

Ronald Bookbinder (CRD# 3256266) is an Investment Advisor Representative working at Ifs Advisory, LLC in New Orleans, LA and has over 10 years of experience in the finance industry.

9
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.

10
Kenneth R. Koger
CRD#: 5035592
3414 Peachtree Rd Ne, Suite 1020, Atlanta, GA 30326
93
Wealthminder
score

Kenneth Koger (CRD# 5035592) is an Investment Advisor Representative working at Ifs Advisory, LLC in Atlanta, GA and has over 12 years of experience in the finance industry.

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