His current role is with IP Financial Advisory Services and Innovation Partners. Brian Kurtich has previously passed the Series 7 & 66 examinations, and is registered to provide investment advice in Pennsylvania. Brian Kurtich may also provide advisory services in other states under an applicable state exemption from registration or notice filing.
Innovation Partners is a financial advisory firm with an Branch office in Franklin, PA. The fees charged by financial advisory firms depended on the types of services they perform for each client. Innovation Partners provides services, such as Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles and), Pension consulting services and Selection of other advisers.