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Walter Ickert

Advisor at Independent Financial partners

Updated today

Location

Ridgeland, SC

Credentials

Series 63, Series 65

Industry experience

49 years

About

Walter Ickert is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His career includes tenures at LPL Financial and long-standing roles with Northwestern National Life Insurance Company and Midland Mutual. He also operates a business offering a range of insurance products, including fixed and variable annuities, life insurance, and health-related coverages. Independent Financial Partners is a nationwide enterprise offering investment advisory, financial planning, trust, and retirement-plan services through a network of over 260 advisors. The firm supports a decentralized advisory model with specialized retirement-plan consulting and trustee services.

Client services

Based on Independent Financial partners

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Non-discretionary investment advice

Expertise

Based on Independent Financial partners

Retirement income strategy Tax-loss harvesting

Occupation focus

Based on Independent Financial partners

Founder/Business Owner Executive Retired

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Fee options

Fixed

Financial planning services often charged as flat fees, negotiated based on service scope and complexity

Percentage

$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

Commissions

Offered through affiliated broker-dealer; commissions charged on brokerage transactions separate from advisory fees

Project-based

Financial planning and consulting services may be charged on an hourly basis, fees negotiated per engagement

Other

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

Location

Ridgeland, SC

Most active in

South Carolina

Work history

IFP Securities, LLC

2019 - Present (7 years)

LPL FINANCIAL

2009 - 2019 (10 years)

Northwestern National Life Insurance Com

1985 - Present (41 years)

Midland Mutual

1976 - Present (50 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Alex M

Series 63, Series 65

Ridgeland, SC

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Wealth management ESG / Sustainable investing Retirement income strategy
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CFP®, Series 63

Ridgeland, SC

Dividend Assets Capital, LLC

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Wealth management ESG / Sustainable investing Retirement income strategy
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Emily H

Series 66

Ridgeland, SC

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Emily Harding is a financial advisor at Dividend Assets Capital, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and several other financial firms. Dividend Assets Capital, LLC serves individual and institutional clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs through customized model portfolios and manages both separate accounts and the DAC 3D Dividend Growth ETF.

Wealth management ESG / Sustainable investing Retirement income strategy
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Marc S

CFA®, Series 63, Series 65

Ridgeland, SC

Dividend Assets Capital, LLC

Marc Saurborn is a CFA® charterholder with nine years of industry experience. He is currently with Dividend Assets Capital, LLC, where he has worked since 2022. Prior to that, he was with Private Advisor Group, LLC and Patrumin Investors, LLC. Dividend Assets Capital, LLC provides discretionary portfolio management, financial planning, and sub-advisory services to individuals, including high-net-worth clients, as well as institutional and entity clients. The firm focuses on dividend-paying equities and midstream energy MLPs, offering customized portfolios and serving as sub-adviser to the DAC 3D Dividend Growth ETF.

Wealth management ESG / Sustainable investing Retirement income strategy
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Donald H

Series 65

Ridgeland, SC

Dividend Assets Capital, LLC

Donald Hingtgen is a financial advisor with Dividend Assets Capital, LLC, holding a Series 65 license and three years of industry experience. He has worked at T3 Trading Group, LLC since 2019 and operates Hingtgen AV Services, providing freelance audio engineering and event project planning for corporate and live music events. Dividend Assets Capital, LLC advises individuals, including high-net-worth clients, as well as institutional and entity clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs, managing customized portfolios and serving as sub-adviser to the DAC 3D Dividend Growth ETF.

Wealth management ESG / Sustainable investing Retirement income strategy
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Robert D

Series 65

Ridgeland, SC

Dividend Assets Capital, LLC

Robert Dickson is a Series 65-licensed advisor with Dividend Assets Capital, LLC, bringing one year of industry experience. Prior to joining Dividend Assets Capital, he worked at Dickson Consulting, LLC and spent twelve years at Cardiac Assist, Inc. He also works as a sales representative for Sotheby's International Realty, earning commissions on referrals. Dividend Assets Capital, LLC advises individuals, including high-net-worth clients, and various institutional clients, offering discretionary portfolio management, financial planning, and sub-advisory services. The firm focuses on dividend-paying equities and midstream energy MLPs through strategies such as Dividend Growth and Sustainable Dividend Growth, and serves as sub-adviser to the DAC 3D Dividend Growth ETF.

Wealth management ESG / Sustainable investing Retirement income strategy
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