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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Business Insurance
    • -Other Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Investment Fiduciary Planners LLC 2 years, 8 months Feb 2017 - Present
Gvc Capital LLC 2 years, 8 months Feb 2017 - Present
Investment Fiduciary Planners LLC 4 years, 8 months Feb 2015 - Present
Cape Securities, Inc. 2 years Feb 2015 - Feb 2017
Guardian Life Insurance Company 3 years, 2 months Nov 2011 - Jan 2015
Park Avenue Securities LLC 3 years, 2 months Nov 2011 - Jan 2015
Ing Financial Partners, Inc. 2 years, 2 months Jul 2009 - Sep 2011

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Nicholas Donaldson

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 3, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Jul 3, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on July 5, 2019
    • $4.4M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 72
      number of clients
    • $60.7K
      Estimated Average Account Balance Per Client

Investment Fiduciary Planners, LLC

Last updated on March 13, 2018
    • $4.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 86
      Accounts
    • $53.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements