A complete list of active advisors currently associated with IBN Financial Services, Inc.

Warmer can help you find a great advisor at IBN Financial Services, Inc. or one who fits your needs even better.

IBN Financial Services, Inc. provides financial planning, asset management, and financial consulting to individuals as well as institutional clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. The firm reports approximately $87.7 million in discretionary assets under management and offers advisory services billed primarily as a percentage of assets, along with hourly and fixed‑fee planning options. IBN delivers advice through multiple investment teams, using a combination of fundamental, technical and cyclical analysis and deploying both proprietary models and third‑party managers to implement client strategies. Many of its proprietary models rely on trade signals from a system called Dynamic Portfolio Strategies, and recommended investments can include equities, mutual funds, ETFs, REITs, MLPs, options and, where appropriate, short sales. What distinguishes the firm from many peers is its ongoing broker‑dealer affiliations and the dual registration of some professionals as registered representatives and licensed insurance agents, allowing the firm to offer commission‑based and insurance products in addition to advisory services and creating disclosed conflicts of interest. The firm also has multiple disclosed regulatory matters — including a 2025 FINRA acceptance, waiver and consent concerning supervision under Regulation BI — and states it has implemented remediation and compliance changes, including a change in its compliance leadership.

To learn more about the advisors currently working at IBN Financial Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.