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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2015-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Landmark Advisors | Edina | MN | 01/1999 | Present |
| Lpl Financial Llc | Edina | MN | 11/2010 | 05/2019 |
| Independent Financial Partners | Edina | MN | 08/2012 | Present |
| Ifp Securities, Llc | Edina | MN | 05/2019 | Present |
(1) 11/16/2010 - Landmark Advisors - INV REL - AT REPORTED LOCATION - DBA (2) 07/28/2011 - Landmark Financial Advisors - DBA - INV REL - AT REPORTED LOCATION - Registered Rep and IAR. (3) 12/05/2013 - Independent Financial Partners, a Registered Investment Advisor - Investor relations - DBA for IFP as Landmark Advisors LLC. 100% time spent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1982-03-12 |
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