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
Sabetha, KS 66534
Credentials
Series 66
Industry experience
7 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
Independent Financial partners
2019 - Present (7 years)
IFP Securities, LLC
2019 - Present (7 years)
Heartland Wealth Strategies
2019 - 2019 (1 year)
Unemployed
2018 - 2019 (1 year)
National Securities
2017 - 2018 (1 year)
Painter and Johnson Financial
2016 - 2017 (1 year)
Brownwood ISD
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 65
Seneca, KS
Invisor
Series 65
Seneca, KS
Invisor
CFP®
Seneca, KS
Invisor
Justin leads the Invisor companies. He especially enjoys providing financial planning and investment education. Prior to helping start Invisor he worked at Bayer HealthCare LLC in business development and marketing. Justin has an MBA in finance with highest distinction from the University of Kansas and is a CERTIFIED FINANCIAL PLANNER™ professional. He has passed the Series 65 Uniform Investment Adviser Law exam and is registered as an investment advisor representative in the State of Kansas.
Series 63, Series 65
Westlake Village, CA
One Capital Management, LLC
Series 65
Seneca, KS
AE Wealth Management, LLC
Series 65
Seneca, KS
Knights Of Columbus Asset Advisors LLC
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