Steven Balch

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

• 09/2011 → 07/2022
  Charles Schwab & Co.,Inc
  Morristown, NJ
• 09/2011 → 07/2022
  Charles Schwab Bank
  Morristown, NJ
• 07/2022 → 02/2023
  Ifp Securities, Llc
  Tampa, FL
• 07/2022 → 02/2023
  Independent Financial Partners
  Tampa, FL
• 02/2023 → Present
  Ifp Securities Llc
  Tampa, FL
• 02/2023 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2011-11-15 → 2022-08-02
  Charles Schwab & Co., Inc.
  Morristown, NJ
  Coral Gables, FL

Other Businesses

Start Date = 03-05-19| Businessformal| Owner| Hoboken, NJ| Hours/Month = Less than 20| I am the owner of the instagram handle. I am a social media influencer. I post daily outfit combos

Exams

• S66 Uniform Combined State Law Examination
  2011-11-12