Michael Anthony Millard

Financial advisor at Ip Financial Advisory Services LLC · Sioux Falls, SD

Last updated 2026-10-10

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Michael Anthony Millard is a financial advisor at Ip Financial Advisory Services LLC in Sioux Falls, SD, CRD 711705. Licenses and exams on the registration: Series 66. First registered 2009-07-30.

Registration

CRD number
711705
Registration status
Active
First registered
2009-07-30
Years of experience
17
States registered
AZ, IA, NE, SD

Licenses and exams

  • Series 66

Work history

  • 2017-09 to 2019-08 · Veritas Independent Partners · Conway, AR
  • 2016-09 to 2017-09 · Valley Advisors · Sioux Falls, SD
  • 2019-09 to 2021-05 · Allstate Insurance Co · Sioux Falls, SD
  • 2021-06 to Present · Innovation Partners, LLC · Charlotte, NC
  • 2021-06 to Present · Ip Financial Advisory Services, LLC · Charlotte, NC

Current employment

SEC IAPD record for Michael Anthony Millard

Ip Financial Advisory Services LLC

Regulatory AUM
$481,397,453
Registered advisors
132
Offices
127
Clients per advisor
15.2 (Low)
Average AUM per client
$240.6K (Low)
High-net-worth client ratio
0.0% (Low)

Ip Financial Advisory Services LLC: advisors, services and reported ETF investments

What this firm offers

Filed by Ip Financial Advisory Services LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Insurance Broker or Agent
  • Engaged in Other Business
  • Sells Non-Advisory Products or Services

Location

Sioux Falls, SD

1 advisor at this office.

Ip Financial Advisory Services office in Sioux Falls, SD

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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