Matthew Walter Maloney

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

• 01/2011 → 01/2025
  Northwestern Mutual Investment Services, Llc
  Lakeland, FL
• 12/2010 → 01/2025
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2016 → 01/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2025 → Present
  Ifp Securities, Llc
  Tampa, FL
• 01/2025 → Present
  Independent Financial Partners
  Tampa, FL

Other Businesses

(1) Round Table Retirement Partners - not investment related - 200 Melissa Trail Auburndale, FL 33823 - DBA - Owner - start date 1/20/2025 - 250 hours/month - 200 hours/month during trading (2) Lovett Financial - not investment related - 6991 SW 35th Ave Bushnell, Florida 33513 - Fixed Insurance - agent - start date Jan. 21, 2025 - 1 hour/month - 1 hour/month during trading - sales

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-12-05

Designations

• Chartered Financial Consultant