KM
CFP
KM
CFP

Kipatrick John Mrkva

27 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
579 clients
Average Client Portfolio
$826K average
Assets Under Management
$478.5M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.00%
$1.0M - $10.0M0.75%
$10M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

800 W. Long Lake Rd., Suite 100, Bloomfield Hills, MI, 48302

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History

Regulatory History
Clean regulatory record

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

Kipatrick has been involved in outside sales of non-variable insurance since 2004.

Employment History
Current Registrations
Gainplan LLC
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
LPL Financial LLC
May 2010 - September 2020 · 10 yrs 4 mos
LPL Financial LLCBroker
June 2004 - September 2020 · 16 yrs 3 mos
Ws Griffith Securities, INC.Broker
September 1998 - June 2004 · 5 yrs 9 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.