CN
CN

Celestine Emejuru Njoku

21 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Insurance PlanningEstate PlanningTax PlanningRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
118 advisors
Number of Clients
2,041 clients
Average Client Portfolio
$223K average
Assets Under Management
$456.1M
Loading...

Location

8217 S. Walker Avenue, Olahoma City, OK, 73139

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2009
Other Business ActivitiesSells Insurance

Celestine sells fixed, indexed, and life insurance with various companies as an agent, dedicating about 10-20% of their time to this activity. Celestine also provides accounting services, taxes, payroll, and small business consulting, spending a few hours per week on this. Additionally, Celestine is involved with Associated Group of Companies, selling fixed insurance and equity products, dedicating about a quarter of their time.

Employment History
Current Registrations
Ip Financial Advisory Services LLC
February 2020 - Present · 6 yrs
Innovation Partners LLC
February 2019 - Present · 7 yrs
Innovation Partners LLCBroker
February 2019 - Present · 7 yrs
Previous Registrations
Innovation Partners LLC
February 2019 - January 2020 · 11 mos
Client One Securities LLC
January 2018 - December 2018 · 11 mos
Client One Securities LLCBroker
January 2015 - December 2018 · 3 yrs 11 mos
Cetera Advisors LLCBroker
November 2013 - January 2015 · 1 yr 2 mos
MML Investors Services, LLCBroker
May 2010 - September 2013 · 3 yrs 4 mos
Nylife Securities LLCBroker
January 2004 - October 2009 · 5 yrs 9 mos
State Registrations4 states
NCNYOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.