Celestine Njoku
Celestine Njoku is a registered investment advisor at Ip Financial Advisory Services LLC, based in Olahoma City, OK, with 21 years of industry experience. Celestine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
8217 S. Walker Avenue, Olahoma City, OK, 73139
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Regulatory History (1)
Employment Separation After Allegations
October 2009Other 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
Innovation Partners LLCBroker
Innovation Partners LLC
Previous Registrations
Innovation Partners LLC
Client One Securities LLC
Client One Securities LLCBroker
Cetera Advisors LLCBroker
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
State Registrations4 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.