Walter Ickert

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

Authority	Category	Status	Date
SC	RA	APPROVED	2012-02-16

SC RA
APPROVED

Since 2012-02-16

Branch Locations

Ridgeland, SC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Midland Mutual	Columbus	OH	10/1976	Present
Northwestern National Life Insurance Com	Minneapolis	MN	04/1985	Present
Lpl Financial	Sebastian	FL	11/2009	05/2019
Ifp Securities, Llc	Ridgeland	SC	05/2019	Present

10/1976 → Present

Midland Mutual

Columbus, OH
04/1985 → Present

Northwestern National Life Insurance Com

Minneapolis, MN
11/2009 → 05/2019

Lpl Financial

Sebastian, FL
05/2019 → Present

Ifp Securities, Llc

Ridgeland, SC

Previous Registrations

2004-11-16 → 2009-11-30

Oak Brook Advisors, Llc

Sebastian, FL

Other Businesses

(1) 11/12/09 - DBA - WALTER ICKERT AND ASSOCIATES, AT REPORTED LOCATION ALSO SELL FIXED INSURANCE, VARIABLE ANNUITIES, VARIABLE LIFE INSURANCE, LTC, DISABILITY, MEDICARE, SUPLEMENT INSURANCE, AND HEALTH INSURANCE. (2) 12/22/09 - RIA, INDEPENDENT FINANCIAL PARTNERS, HYBRID; AT REPORTED LOCATION - PROVIDING FINANCIAL PLANNING AND ADVISORY SERVICES, 50%

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-15
S63	Uniform Securities Agent State Law Examination	1984-02-03

S65 Uniform Investment Adviser Law Examination

1999-12-15
S63 Uniform Securities Agent State Law Examination

1984-02-03

View on SEC IAPD