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Bryan David Uecker

Independent Financial Partners

Austin, TX

CRD 2372103

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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
TX RA APPROVED 2017-04-03
  • TX RA
    APPROVED
    Since 2017-04-03

Branch Locations

Austin, TX • 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
Benequest Austin TX 02/2014 Present
The Book Nook & Java Shop - Montague MI 10/2009 Present
Ifp Securities, Llc Austin TX 05/2019 Present
Independent Financial Partners Austin TX 04/2017 Present
Kestra Financial Services, Inc. Austin TX 04/2016 04/2017
Lpl Financial, Llc Austin TX 04/2017 05/2019
  • 02/2014 → Present
    Benequest
    Austin, TX
  • 10/2009 → Present
    The Book Nook & Java Shop -
    Montague, MI
  • 05/2019 → Present
    Ifp Securities, Llc
    Austin, TX
  • 04/2017 → Present
    Austin, TX
  • 04/2016 → 04/2017
    Kestra Financial Services, Inc.
    Austin, TX
  • 04/2017 → 05/2019
    Lpl Financial, Llc
    Austin, TX
Previous Registrations
Other Businesses

(1) 04/03/2017 - BMA LIEGENSHAFT LLC/ REAL ESTATE RENTAL/ 1%/ AUSTIN, TX (2) 04/03/2017 - VINO E LAGO DBA THE BOOK NOOK & JAVA SHOP/ OTHER - BUSINESS OWNER/ 25%/ MONTAGUE, MI (3) 04/03/2017 - FIRST UNITARIAN CHURCH OF AUSTIN/ OTHER- MUSICIAN/ 4%/ AUSTIN, TX (4) 04/03/2017 - HARMONIE HOLDINGS, INC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 0%/ AUSTIN, TX (5) 04/03/2017 - DELTX SERVICES DBA SMART FRINGE/ THIRD PARTY ADMINISTRATOR (TPA)/ 10%/ AUSTIN, TX (6) 04/03/2017 - ZWILLING VENTURES LP/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 0%/ AUSTIN, TX (7) 04/03/2017 - SCHONHEIT, LLC/ REAL ESTATE RENTAL/ 0%/ 2 LONTS LN, MONTAGUE, MI 94937-8503 (8) 04/03/2017 - SCHONHEIT/ REAL ESTATE RENTAL/ 0%/ 933 NORTH AVE, NE, GRAND RAPIDS, MI 49503-1647 (9) 04/03/2017 - MOGLICH ENTERPRISES INC./ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 0%/ AUSTIN, TX (10) 04/03/2017 - FREIHEIT LP/ REAL ESTATE RENTAL/ 0%/ AUSTIN, TX (11). 4/5/2017 - INDEPENDENT FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor and Brokerage - Started 02/01/2017 - 20 Hours Per Month During Securities Trading - Time Spent 20% - I provide investment advisory services through INDEPENDENT FINANCIAL PARTNERS, an independent investment advisor firm. I started this business activity in 3/2017. I expect to spend approximately 20 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. (12) White Lake Music Society; Non-Profit 501(c)(3); PO Box 234, Montague, MI 49437; Treasurer; Board Member; Accounting for checking account, bill pay, log contributions, board meetings; start date 11/1/2018; 3 hr/mo. (13) Murr Descendants Trust; Trust fund for daughters; 1300 Constant Springs Dr, Austin, TX 78748; Trustee, serve as trustee for trust fund; start 1/1/2018; 1 hr/mo.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-04-02
S63 Uniform Securities Agent State Law Examination 1993-09-07
  • S65 Uniform Investment Adviser Law Examination
    2003-04-02
  • S63 Uniform Securities Agent State Law Examination
    1993-09-07

View on SEC IAPD

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