Stacie E Lambert-Snooks

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

• 09/2007 → 08/2021
  Waddell & Reed, Inc.
  Overland Park, KS
• 09/2021 → 05/2022
  Ifp Securities Llc
  Tampa, FL
• 05/2022 → 12/2024
  Lpl Financial Llc
  Shawnee, KS
• 03/2025 → Present
  Ifp Securities, Llc
  Tampa, FL
• 03/2025 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2022-06-29 → 2024-12-16
  Lpl Financial Llc
  Shawnee, KS
  Shawnee, KS
  San Diego, CA
• 2021-09-30 → 2022-05-27
  Independent Financial Partners
  Lenexa, KS
  Tampa, FL
• 2014-09-02 → 2021-08-24
  Waddell & Reed
  Overland Park, KS
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2014-09-02

Other Names

• Stacie Lambert
• Stacie E Peery
• Stacie Elizabeth Peery
• Stacie Elizabeth Lambert
• Stacie Elizabeth Lambert-Snooks