Steven Reichert

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

• 08/2021 → 06/2025
  Florida Financial Advisors
  Jacksonville, FL
• 07/2019 → 08/2021
  Whole Foods Market
  Philadelphia, PA
• 10/2018 → 08/2019
  Kohl's
  Philadelphia, PA
• 01/2011 → 10/2018
  Unemployed
  Philadelphia, PA
• 04/2022 → 01/2025
  Trinity Wealth Securities, Llc
  Philadelphia, PA
• 10/2024 → Present
  Boardwalk Bookkeeping
  Jacksonville Beach, FL
• 07/2025 → Present
  Ifp Securities, Llc
  Tampa, FL
• 07/2025 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2021-08-25 → 2025-07-09
  Florida Financial Advisors, Llc
  Jacksonville, FL
  Jacksonville, FL
  Tampa, FL

Other Businesses

(1) Ascension Financial Advisors - investment related - DBA - owner - start date Apr 1, 2024 - 200 hours/month - 150 hours/month during trading - DBA (2) Pinnacle IFS - investment related - 12724 Gran Bay Parkway Building 1, Suite 150. Jacksonville, FL 32258 - insurance company - agent - start date Jan 13, 2026 - 3 hours/month - 3 hours/month during trading hours - I will be selling annuities and life insurance. (3) Financial Independence Group - investment related - 3555 Ballantyne Corporate Pl, Charlotte, NC 28277 - insurance brokerage - consultant - start date Feb 11, 2026 - 3 hours/month - 3 hours/month during trading hours - sale of annuities and life insurance products

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-20
• S65 Uniform Investment Adviser Law Examination
  2021-07-06

Other Names

• Steven Michael Reichert
• Steven Michael Reichert