Eric
Martz
Ip Financial Advisory Services LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Eric Martz is a financial advisor operating in Carmel, Indiana with 1 year of relevant experience. Martz is currently employed by Ip Financial Advisory Services LLC. Their career trajectory has included roles at Sheaff Brock Investment Advisors, LLC, Innovation Partners, LLC, Martz Solutions Group and Ip Financial Advisory Services LLC. Martz has Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois and Indiana. Ip Financial Advisory Services LLC is a registered investment firm that has its headquarters in Charlotte, NC. The company has offices in 28 locations and a total of 92 financial advisors. It handles $251 million in assets under management among its 2,025 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Ip Financial Advisory Services LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees usually depend on the type of financial services. Fee types billed by Ip Financial Advisory Services LLC likely consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ip Financial Advisory Services LLC Brokerage Details
$250,478,648
92
2,025
$123,693
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Eric Martz Work History
Eric has been registered as a financial advisor for 1 years.*
Innovation Partners, LLC
Ip Financial Advisory Services LLC
Martz Solutions Group
Sheaff Brock Investment Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Martz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ip Financial Advisory Services LLC
Charlotte, NC
Miami, FL
Charlotte, NC
Charlotte, NC
Charlotte, NC
Irvine, CA
Charlotte, NC
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
