Advisor at Independent Financial partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Independent Financial partners
Location
Glen Rock, PA
Credentials
Series 66
Industry experience
4 years
Kyle Shenk is a financial advisor at Independent Financial Partners with four years of industry experience. He holds the Series 66 designation and has previously worked at Realta Investment Advisors, Inc. and Realta Equities, Inc. Outside of his advisory roles, he has experience with Springified Co. and multiple engagements at Hampden-Sydney. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.
Based on Independent Financial partners
Financial planning services often charged as flat fees, negotiated based on service scope and complexity
$0+: Negotiated; may be tiered with breakpoints set by individual IARs up to 2.0% max $0+: Up to 2.5% max with Third Party Asset Managers (TPAMs) included
Offered through affiliated broker-dealer; commissions charged on brokerage transactions separate from advisory fees
Financial planning and consulting services may be charged on an hourly basis, fees negotiated per engagement
Minimum fee: Minimum fees vary by IAR; some IARs may charge flat fees regardless of account size Fee-only: Financial planning fees charged as flat fees, negotiated per client and service complexity
Glen Rock, PA
Pennsylvania · Virginia
IFP Securities, LLC
2024 - Present (2 years)
Independent Financial Partners
2024 - Present (2 years)
Realta Investment Advisors, Inc.
2021 - 2024 (3 years)
Realta Equities, Inc.
2021 - 2024 (3 years)
Springified Co.
2020 - 2021 (1 year)
Hampden-Sydney
2019 - 2020 (1 year)
Incapital
2019 - 2019 (1 year)
Hampden-Sydney
2018 - 2019 (1 year)
Incapital
2018 - 2018 (1 year)
Hampden-Sydney
2017 - 2018 (1 year)
Safari Club Int
2017 - 2017 (1 year)
Hampden-Sydney
2016 - 2017 (1 year)
Regents Glen
2016 - 2016 (1 year)
York County School District
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65, Series 66
Parkton, MD
McClelland Wesley Wealth Management
Series 65
York, PA
Lifetime Financial Foundations, LLC
CFP®, ChFC®, Series 63
York, PA
Saubel Financial Group
CFP®, CFA®, ChFC®, Series 65
Parkton, MD
Intero Financial Planning, LLC
Series 65
York, PA
Myrmidon Private Capital
Series 63, Series 65
Spring Grove, PA
Kreiner Financial Wealth Management, Inc.
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