Best Investors Account Sign in
Inactive

Alex Suarez

Independent Financial Partners

Tampa, FL

Brookfield, WI

CRD 7446812

Claim This Profile
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
WI RA APP_PEND_IARCE 2026-01-01
  • WI RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

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

15800 W. Bluemound Rd Ste 103, Brookfield, WI 53005 • 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 03/2024 Present
United States Army Reserve Madison WI 03/2019 Present
Annex Wealth Management, Llc Brookfield WI 03/2023 12/2023
Uw Credit Union Madison WI 09/2021 04/2022
Prestige Roofing, Llc De Pere WI 05/2019 08/2021
Home Depot Green Bay WI 05/2020 06/2020
Sam's Club Green Bay WI 11/2019 05/2020
Pet Smart Green Bay WI 11/2018 08/2019
Pick N' Save Green Bay WI 11/2017 05/2018
The Woods Golf Course Green Bay WI 02/2016 11/2017
Washington Middle School Green Bay WI 08/2014 06/2016
Green Bay East High School Green Bay WI 08/2016 06/2019
  • 03/2024 → Present
    Ifp Securities, Llc
    Tampa, FL
  • 03/2019 → Present
    United States Army Reserve
    Madison, WI
  • 03/2023 → 12/2023
    Annex Wealth Management, Llc
    Brookfield, WI
  • 09/2021 → 04/2022
    Uw Credit Union
    Madison, WI
  • 05/2019 → 08/2021
    Prestige Roofing, Llc
    De Pere, WI
  • 05/2020 → 06/2020
    Home Depot
    Green Bay, WI
  • 11/2019 → 05/2020
    Sam's Club
    Green Bay, WI
  • 11/2018 → 08/2019
    Pet Smart
    Green Bay, WI
  • 11/2017 → 05/2018
    Pick N' Save
    Green Bay, WI
  • 02/2016 → 11/2017
    The Woods Golf Course
    Green Bay, WI
  • 08/2014 → 06/2016
    Washington Middle School
    Green Bay, WI
  • 08/2016 → 06/2019
    Green Bay East High School
    Green Bay, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-22
  • S65 Uniform Investment Adviser Law Examination
    2024-07-22
Other Names
  • Alejandro Suarez-Martinez

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

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor