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
Hastings, NE 68901
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)
IFP Securities, LLC
2023 - Present (3 years)
Ellerbrock-Norris
2020 - 2023 (3 years)
Mary Lanning Healthcare
2017 - 2020 (3 years)
Unemployed
2016 - 2017 (1 year)
Happy Hollow Club
2016 - 2016 (1 year)
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 65
Tampa, FL
Independent Financial partners
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