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Jakob Scott Muehlschlegel

Independent Financial Partners

Tampa, FL

CRD 7381357

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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:

Current Employers
Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-01-04
  • FL RA
    APPROVED
    Since 2022-01-04

Branch Locations

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ifp Securities, Llc Tampa FL 05/2021 Present
Synovus Bank Naples FL 06/2020 08/2020
Medinah Country Club Medinah IL 01/2018 05/2019
Schlegel Self Storage Minooka IL 05/2019 08/2019
Bowes Creek Country Club Elgin IL 01/2017 05/2019
Finances For The Fearless Clearwater FL 03/2018 05/2021
Unemployed South Elgin IL 11/2015 01/2017
  • 05/2021 → Present
    Ifp Securities, Llc
    Tampa, FL
  • 06/2020 → 08/2020
    Synovus Bank
    Naples, FL
  • 01/2018 → 05/2019
    Medinah Country Club
    Medinah, IL
  • 05/2019 → 08/2019
    Schlegel Self Storage
    Minooka, IL
  • 01/2017 → 05/2019
    Bowes Creek Country Club
    Elgin, IL
  • 03/2018 → 05/2021
    Finances For The Fearless
    Clearwater, FL
  • 11/2015 → 01/2017
    Unemployed
    South Elgin, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-03
  • S66 Uniform Combined State Law Examination
    2021-12-03
Other Names
  • Jake Muehlschlegel

View on SEC IAPD

Nearby Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
UNITED CAPITAL FINANCIAL ADVISORS

Nearby Investors

PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA

Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

More in Tampa, FL

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