Daniel Tyler Smith

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

• 11/2014 → 08/2019
  Fidelity Investments
  Fort Worth, TX
• 08/2019 → 11/2019
  Redtree Investment Group
  Cincinnati, OH
• 07/2020 → 12/2022
  The Retirement Plan Company
  Brentwood, TN
• 11/2019 → 07/2020
  Unemployed
  Dayton, OH
• 12/2022 → 03/2024
  Russell Investments
  Milwaukee, WI
• 04/2024 → 06/2026
  Cp Distributors, Inc.
  Sandiego, CA
• 06/2024 → 06/2026
  Northern Lights Distributors, Llc
  Elkhorn, NE
• 07/2026 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2023-11-03 → 2024-03-28
  Russell Investments
  Milwaukee, WI
• 2020-08-14 → 2024-01-04
  Daybright Advisory Services, Inc.
  Brentwood, TN
• 2019-09-16 → 2020-04-27
  Redtree Investment Group
  Cincinnati, OH
• 2018-07-13 → 2019-08-23
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2014-11-26 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX
  Covington, KY
  Covington, KY
• 2014-02-19 → 2014-11-12
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 2013-01-24 → 2013-12-16
  Td Ameritrade, Inc.
  Fort Worth, TX
  Westlake, TX
  Fort Worth, TX
• 2013-01-24 → 2013-12-16
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2013-01-19
• S63 Uniform Securities Agent State Law Examination
  2010-02-19

Designations

• Chartered Financial Analyst