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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Denver | CO | 03/2001 | 12/2016 |
| Lpl Financial, Llc | Denver | CO | 12/2016 | 05/2019 |
| Western Wealth Management, Llc | Golden | CO | 12/2016 | Present |
| Independent Financial Partners | Denver | CO | 01/2017 | Present |
| Ifp Securities, Llc | Denver | CO | 05/2019 | Present |
(1) 03/02/2017 - Accordance Private Wealth Management - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 11/17/2016 - 5 Hours Per Month/0 Hours During Securities Trading - Commissions (2) Holliger Financial Consultants DBA; Investment related; 1029 Syracuse CT; Advisory; General Partner; Financial Advisory, Financial Planning and Investment Management; Start 1/1/21; 160 hrs/month, 140 hrs/month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-20 |
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