Daniel Ripley
Daniel Ripley is a registered investment advisor at Ibn Financial Services, INC, based in Spokane, WA, with 32 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 768 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IBN Financial Services charges a percentage of the value of your investments each year. This fee generally ranges from 0.50% to 2.00%. The exact fee depends on factors like the size of your account and the complexity of your assets. Fees above 2% require compliance approval. There may be additional fees charged by the custodian or separate account managers.
Location
Spokane, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is involved with National Insurance Corp. since 2016, selling fixed insurance and securities, including traditional life and health insurance. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Ibn Financial Services, INC
Ibn Financial Services, INC.
Ibn Financial Services, INC.Broker
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
Ridgeway Conger Advisory Services
Ridgeway Conger Advisory Services
Ridgeway & Conger, INC.Broker
Ridgeway Conger Advisory Services
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
1717 Capital Management Company
Atlas Brokerage Company, L.P.Broker
1717 Capital Management CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.