Parker Shane Duke

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

• 06/2018 → 04/2020
  Church Of Jesus Christ Of Latter-Day Saints
  Lima
• 04/2020 → 07/2020
  Unemployed
  Scottsdale, AZ
• 07/2020 → 09/2020
  Brookdale
  Scottsdale, AZ
• 04/2021 → 05/2021
  Brookdale
  Scottsdale, AZ
• 09/2020 → 04/2021
  Brigham Young University - Idaho
  Rexburg, ID
• 05/2021 → 09/2021
  Okland Construction
  Tempe, AZ
• 09/2021 → 12/2022
  Brigham Young University - Idaho
  Rexburg, ID
• 09/2021 → 12/2022
  Brigham Young University - Idaho
  Rexburg, ID
• 05/2022 → 09/2022
  Wilde Wealth Management
  Tempe, AZ
• 02/2023 → 11/2023
  Moneta
  Denver, CO
• 02/2024 → Present
  Ifp Securities, Llc
  Tampa, FL
• 11/2023 → 02/2024
  Unemployed
  Denver, CO
• 01/2014 → 06/2018
  Student
  Scottsdale, AZ

Other Businesses

1. Grok Wealth. Investment-related. DBA. 1873 S Bellaire St Suite 930 Denver, CO 80222, 160 hrs/month, 130 of which are during normal trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-24