Laurie Ann Longstreth

Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• NON-DISCRETIONARY INVESTMENT ADVICE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → 05/2019
  Lpl Financial Corporation
  Shaker Heights, OH
• 04/2012 → Present
  Independent Financial Parnters
  Shaker Heights, OH
• 05/2019 → Present
  Ifp Securities, Llc
  Perry, OH

Previous Registrations

• 2008-09-08 → 2010-12-01
  Nrp Advisors, Inc.
  Beachwood, OH
• 2008-01-01 → 2008-09-05
  Wells Fargo Clearing Services, Llc
  Beachwood, OH
• 2002-11-14 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Beachwood, OH
  St. Louis, MO
  Beachwood, OH

Other Businesses

(1) 10/26/2010: Blueprint Financial Corporation - DBA - Investment Related - At Reported Business Location(s) (2) 04/12/2012: Independent Financial Parnters - Registered Investment Advisor - DBA: (Hybrid) Independent Financial Parnters - Investment Related - At Reported Business Location(s) - No Time Spent - Registered Sales Assistant (3) 11/25/2014: Independent Financial Partners - Registered Investment Advisor DBA - DBA: Blueprint Financial Corp - Investment Related - 3840 Dugan Farms, Perry, OH 44081 - Started 08/11/2008 - 120 Hr/Mo; 120 Hours During Securities Trading - Administrative Assistant

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-02-04

Other Names

• Laurie Ann Farrell
• Laurie Ann Ciliotta
• Laurie Ann Ciliotta