Best Investors
Account
Sign in
Independent Financial Partners CRD 125112
$16.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-07 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wiw | Madison | WI | 08/1999 | Present |
| Creative Marketing Int'L Corp. | Overland Park | KS | 08/1999 | Present |
| Growth Plus L.L.C | Madison | WI | 08/1999 | Present |
| Lpl Financial, Llc | Omaha | NE | 09/2014 | 05/2019 |
| Independent Financial Partners | Omaha | NE | 11/2014 | Present |
| Ifp Securities, Llc | Omaha | NE | 05/2019 | Present |
(1) 09/12/2014 - DBA - GROWTH PLUS - OMAHA, NE (2) 09/12/2014 - NON-VARIABLE INSURANCE - TIME SPENT 1 HOUR PER MONTH - OMAHA, NE (3) 11/10/2014 - RETIREMENT PLAN SOLUTIONS - DBA - TIME SPENT 40 HOURS PER MONTH - OMAHA, NE (4) 11/18/2014 - IFP - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 30 HOURS PER MONTH - OMAHA, NE (5) 3/28/2016: Independent Financial Partners - DBA: (HYBRID) GrowthPlus - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/10/2002 - 30 Hours Per Month/5 Hours Per Month - IAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1982-07-01 |
Reach out to this advisor