Matthew Dwayne Rakerd

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

• 03/2008 → Present
  Wealth Solutions, Llc
  York, PA
• 01/2010 → 08/2024
  Realta Equities, Inc.
  Cincinnati, OH
• 01/2011 → 08/2024
  Realta Investment Advisors, Inc.
  Wilmington, DE
• 08/2024 → Present
  Ifp Securities, Llc
  Tampa, FL
• 08/2024 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2011-01-26 → 2024-08-29
  Realta Investment Advisors, Inc
  Wilmington, DE
  York, PA
  Wilmington, DE
• 2008-03-05 → 2009-12-23
  Securities America Advisors, Inc.
  Timonium, MD
  Shrewsbury, PA
• 2003-05-19 → 2008-02-29
  First Horizon Advisors, Inc.
  Timonium, MD
  Timonium, MD
• 2003-01-02 → 2003-05-19
  First Horizon Advisors, Inc.
  Baltimore, MD
• 1999-05-21 → 2002-08-19
  Mercantile Brokerage Services, Inc.
  Baltimore, MD

Other Businesses

(1) Wealth Solutions LLC - not investment related - 2350 Freedom Way, Suite 101 - DBA - owner - start date Sept. 4, 2024 - 1 hour/month - 1 hour/month during trading - Provide fixed insurance to clients when the need arises. (2) MTD Real Estate LLC – not investment related – 1609 Guildford Ln., York, PA 17404 – residential rental property holding company – owner – start date May 26, 2026 – 2 hours/month – owns LLC holding rental property; third-party property manager handles day-to-day operations; limited oversight and payment of utility bills

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-09
• S63 Uniform Securities Agent State Law Examination
  1994-09-27

Other Names

• Matthew Dwayne Rakero