Shuwun Ma

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

• 11/2015 → 08/2023
  Mass Mutual Life Insurance Company
  Boise, ID
• 01/2016 → 08/2023
  Mml Investors Services
  Boise, ID
• 09/2023 → Present
  Ifp Securities, Llc
  Tampa, FL
• 09/2023 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2017-01-17 → 2023-09-08
  Mml Investors Services, Llc
  Meridian, ID

Other Businesses

(1) Continuum Enterprise - not investment related - 3150 N Blairmore Way, Meridian, ID 83646 - daycare facility - owner - start date 7/11/2022 - 5 hours/month - Strategic partner on financial and legal structure of business (2) Lovelace RE LLC - investment related - PO Box 190721 Boise ID 83719 - Real Estate Investing - owner - start date 7/26/2022 - 2 hours/month - Real Estate Investment (3) Shuwun Ma - investment related - PO Box 190721 Boise ID 83719 - Real Estate Investing - owner - start date 4/15/2015 - 2 hours/month - Real Estate Rentals (4) Ripple Wealth Management - P.O. Box 190721 Boise ID - DBA - Owner - start date March 1, 2021 - 160 hours/month - 8 hours/month during trading hours - Financial Advisor (5) SLM LLC - not investment related - PO Box 190721 Boise ID 83719 - sod/turf company - owner - start date July 12, 2024 - 80 hours/month - I will operate as CEO/CFO. I will put a management team in place along with their existing to run the day to day operations. I will provide goals and financial guidelines for them to work towards.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-15
• S63 Uniform Securities Agent State Law Examination
  2014-05-22