Richard Dean Soat

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

• 08/2013 → 04/2026
  Bdo Usa, Pc
  San Antonio, TX
• 04/2026 → Present
  Unemployed
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-17

Designations

• Certified Financial Planner

Other Names

• Rick Soat
• Richard D Soat