Kyle Claxton Shenk

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

• 04/2021 → 06/2024
  Realta Equities, Inc.
  Wilmington, DE
• 05/2020 → 03/2021
  Springifled Co.
  Glen Rock, PA
• 08/2019 → 03/2020
  Hampden-Sydney
  Farmville, VA
• 05/2019 → 08/2019
  Incapital
  Boca Raton, FL
• 08/2018 → 05/2019
  Hampden-Sydney
  Farmville, VA
• 05/2018 → 08/2018
  Incapital
  Boca Raton, FL
• 08/2017 → 05/2018
  Hampden-Sydney
  Farmville, VA
• 05/2017 → 08/2017
  Safari Club Int
  Jackson Hole, WY
• 08/2016 → 05/2017
  Hampden-Sydney
  Farmville, VA
• 11/2021 → 06/2024
  Realta Investment Advisors, Inc.
  Wilmington, DE
• 06/2024 → Present
  Ifp Securities, Llc
  Tampa, FL
• 06/2024 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2021-12-22 → 2024-07-02
  Realta Investment Advisors, Inc
  Glen Rock, PA
  Wilmington, DE

Exams

• S66 Uniform Combined State Law Examination
  2021-12-22

Other Names

• Kyle Claxton Shenk
• Kyle Shenk