AdFi
RE

Richard Edmund Kash

Investment Adviser Representative at IP FINANCIAL ADVISORY SERVICES LLC

Flower Mound, TXCRD #1806924Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
38 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Richard Edmund Kash has worked in the securities industry since 1988. They have passed the Series 79, 65, 63, 7, and 6 examinations.

Registrations & licenses

Registration type
Dual-registered
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/20/2001
Series 63
Uniform Securities Agent State Law Examination
Passed 3/8/1993
Series 79
Investment Banking Registered Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/21/1989
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/7/1988

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Less than $10,0001.25%
$25,000 to $100,0001.00%
$100,000 to $250,0000.75%
Greater than $250,0000.50%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

IP Financial Advisory Services LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INNOVATION PARTNERS LLCCurrent
4/18/2022Flower Mound, TX
IP FINANCIAL ADVISORY SERVICES LLCCurrent
4/18/2022Flower Mound, TX
FIRST FINANCIAL EQUITY CORPORATION
11/22/20214/15/2022Addison, TX
IPI WEALTH MANAGEMENT, INC.
1/12/201811/19/2021Flower Mound, TX
CEDAR CAPITAL, LLC
2/25/201512/31/2017Chicago, IL
GOOD HARBOR FINANCIAL
6/24/20131/2/2015Chicago, IL
IPI WEALTH MANAGEMENT, INC.
1/28/20131/31/2013Flower Mound, TX
NAPLES ASSET MANAGEMENT CO., LLC
8/10/20106/3/2011Mooresville, NC
ADVISORS ASSET MANAGEMENT, INC.
3/4/20097/26/2010Flower Mound, TX
RIVERSOURCE INVESTMENTS
11/11/20083/9/2009Boston, MA
COLUMBIA MANAGEMENT ADVISORS, LLC
3/14/20052/20/2008Flower Mound, TX
BACAP DISTRIBUTORS, LLC
1/1/20033/14/2005Charlotte, NC
STEPHENS INC.
12/31/20011/1/2003Charlotte, NC

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at IP FINANCIAL ADVISORY SERVICES LLC

Showing 12 of 133 in the directory

View IP FINANCIAL ADVISORY SERVICES LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard Edmund Kash has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched