Kevin Patrick Manning

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

• 09/2009 → 05/2019
  Lpl Financial Corporation
  Tampa, FL
• 08/2010 → Present
  Independent Financial Partners
  Tampa, FL
• 05/2019 → Present
  Ifp Securities, Llc
  Tampa, FL

Previous Registrations

• 2013-09-04 → 2013-11-22
  Lpl Financial Llc
  Tampa, FL
  Tampa, FL
  Tampa, FL
• 2001-07-26 → 2008-10-01
  New England Securities
  Tampa, FL
  Tampa, FL

Other Businesses

(1) 8/10/2010: REGISTERED INVESTMENT ADVISOR DBA - INDEPENDENT FINANCIAL PARTNERS - ACTIVITES MAY INCLUDE FINANCIAL PLANNING, RENDERING INVESTMENT ADVICE FOR A FEE, OR OTHER RELATED FINANCIAL CONSULTING. - TIME SPENT 20% - TAMPA, FL. (2) 12/13/2012: NON-VARIABLE INSURANCE - MAINLY FIXED LIFE PRODUCT SOME LTC AND HEALTH INSURANCE. - TIME SPENT 10% - TAMPA, FL (3) Coldwell Banker Realty - not investment related - 575 Indian Rocks Rd Belleair Bluffs, FL 33750 - real estate sales - Sole Proprietorship/Single Owner - start date 3/29/2023 - 30 hours/month during trading - sell real estate Based on previous guidance from Compliance I agree to never open my own brokerage, The only joint work I could do is team with my daughter Melissa Manning and do not solicit IFP clients. My Fl license is SL3565536

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-08-13