Michael Jason Porzucek

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

• 12/2005 → 03/2021
  Key Investment Services Llc
  Portland, ME
• 03/2021 → Present
  Ifp Securities, Llc
  Tampa, FL
• 03/2021 → Present
  Independent Financial Partners
  Tampa, FL

Other Businesses

(1) Watertree Holdings; Real Estate; 3 Jarvis Dr, Manilus, NY 13104; Co-owner/General Partner - condo units - collect rents and maintain property, Real Estate Rental Properties; Start date 1/1/2020- 2 hrs/mo, 0 hrs/mo during trading hours. (2) The Specific Solutions Group - investment related - 475 International Dr. , Williamsville, NY 14221-5772 - Life, Annuity , Long Term Care & Disability IMO - agent - start date 3/13/2024 - 5 hours/month - 5 hours/month during trading - I use Specific Solutions for support, case consultation, etc for any future fixed insurance products/services that my clients may need. (3) Pinnacle - not investment related - 12724 Grand Bay Pkwy lakeside 1 Suite 150 Jacksonville, FL 32258 - agent - start date 3/21/2024 - 1 hour/month - 1 hour/month during trading - Agent for Fixed Ins and Annuities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-09
• S63 Uniform Securities Agent State Law Examination
  1994-06-20

Designations

• Chartered Financial Consultant

Other Names

• Mike Porzucek
• Michael J Porzucek