Andrew J Keefer

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

• 07/2007 → 05/2019
  Lpl Financial, Llc
  Orlando, FL
• 10/2009 → Present
  Independent Financial Partners
  Orlando, FL
• 05/2019 → Present
  Ifp Securities, Llc
  Orlando, FL

Previous Registrations

• 2007-07-25 → 2018-09-25
  Lpl Financial Llc
  Orlando, FL
• 2007-02-01 → 2007-06-04
  B. C. Ziegler And Company
  Heathrow, FL

Other Businesses

(1) 06/09/2014: MPC - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - START 05/22/2014 - 10 HR/MO 2 DURING SECS TRDG HRS - AGENT: LIFE, HEALTH, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES (2) 03/26/2015: MORENO, PEELEN, PINTO, & CLARK - INV REL - AT REPORTED BUSINESS LOCATION - NON-VARIABLE INSURANCE - START 01/01/2001 - 10 HR/MO 1 DURING SECS TRDG HRS - AGENT: LIFE, HEALTH, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES. (3) 5/8/2018 - MPC - Investment Related - At Reported Business Location(s) - DBA - Started 04/16/2018 - 160 Hours Per Month/140 Hours During Securities Trading. (4) 5/8/2018 - MPC Wealth Management - Investment Related - At Reported Business Location(s) - DBA - Started 04/16/2018 - 160 Hours Per Month/140 Hours During Securities Trading. (5) 11/22/2022 - Fortiv - investment related - 800 N. Magnolia Ave., Suite 1825, Orlando, FL 32803 - Private Wealth/Benefits - general partner - start date 8/2/2023 - 250 hours/month - 145 hours/month during trading - DBA

Exams

• S66 Uniform Combined State Law Examination
  2007-01-25