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
Tampa, FL 33607
Credentials
Series 65
Industry experience
2 years
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
Ridgeline Advisors
2024 - Present (2 years)
Independent Financial Partners
2024 - Present (2 years)
Ridgeline Advisors
2023 - 2024 (1 year)
Ridgeline Advisors
2023 - 2023 (1 year)
Englund and Lindsteadt Financial Advisors
2021 - 2023 (2 years)
Rivals Bar and Grill
2021 - 2021 (1 year)
Hastings College
2021 - 2021 (1 year)
Schrunk Ag Services
2020 - 2020 (1 year)
Hastings College
2019 - 2021 (2 years)
Schrunk Ag Services
2019 - 2019 (1 year)
Valentine Middle School and Valentine High School
2013 - 2019 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Hastings, NE
Edward Jones
Series 66
Hastings, NE
Edward Jones
Series 66
Hastings, NE
Wealth Advisors Network, Inc.
Series 65, Series 66
Hastings, NE
Wealth Advisors Network, Inc.
CFP®, Series 63, Series 65
Hastings, NE
Wealth Advisors Network, Inc.
Series 66
Hastings, NE
Principal Financial Services
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")