Merrill
45yrs
Top advisor by experience in Ridgefield
31yrs
John Flavin has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Ridgefield, Connecticut. After a year at Security Global Investors and 13 years at Guggenheim Investments, John joined IBN Financial Services in 2022, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and hourly fees.
One of 100 advisors with offices in Ridgefield, and one of 89 fiduciaries.
At a glance
Experience31 years (since 1995)
How that compares ?Top 15% by experience nationwide
OfficeRidgefield, CT
How the firm is paid ?Percent of assets, Hourly, Other
Typical client at the firm ?$149,910
Advisors at the firm19
States licensed ?1 state
Services through IBN Financial Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowIBN Financial Services, Inc.Current firm
- Jun 2009 – Oct 2010Security Global InvestorsPreviously
- 2009 – 2022Guggenheim InvestmentsPreviously
Contact John
(315) 652-4426Firm headquarters in Liverpool, NY. Ask for John. Ridgefield, CTOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call IBN Financial Services at (315) 652-4426 and ask for John Flavin. John works from the Ridgefield, CT office.
How long has John been a financial advisor?
John has been in the industry since 1995, about 31 years. Top 15% by experience nationwide.
What licenses does John hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
IBN Financial Services reports being paid by a percentage of the assets they manage, hourly fees, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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