Advisors at this firm
Andres C
Series 63, Series 65
Tampa, FL
Independent Financial partners
Andres Castro is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. 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 tens of thousands of clients and offers both individualized investment strategies and centralized asset management options.
Jeffrey B
CFP®, Series 66
Lone Tree, CO
Independent Financial partners
Jeffrey Blomgren is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory work, he manages a rental property in Denver. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. 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.
Robin B
Series 63, Series 66
Rochester, NY
Independent Financial partners
Robin Blackman is a financial advisor at Independent Financial Partners with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at IFP Securities, LLC since 2019, Independent Financial Partners since 2011, and LPL Financial from 2009 to 2019. Additionally, he is involved in non-variable insurance sales. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and offers both discretionary and non-discretionary account management, with a notable focus on retirement-plan advisory and pension consulting services.
Christopher W
Series 65, Series 66
Tampa, FL
Independent Financial partners
Christopher Weismiller is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 65 and Series 66 credentials and 17 years of industry experience. His prior work includes roles at Fidelity Brokerage Services and LPL Financial, as well as operating his own advisory firm, Christopher Weismiller LLC. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model that includes both discretionary and non-discretionary account management and notable retirement-plan advisory and pension consulting capabilities.
Sami F
Series 63, Series 65
Torrance, CA
Independent Financial partners
Sami Farag is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at LPL Financial, Western Federal Credit Union, and UNIFY Financial Credit Union. He serves as a board member of Holy Resurrection Coptic Orthodox Church. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both individualized and centralized investment management options, with a notable focus on retirement-plan advisory and pension consulting.
Thomas A
CFA®, Series 66
San Diego, CA
Independent Financial partners
Thomas Alford is a CFA® charterholder with 16 years of experience in the financial services industry. He is currently with Independent Financial Partners and IFP Securities, LLC, having previously worked at firms including Triad Advisors, Resources Investment Advisors, and LPL Financial. Outside of his advisory role, he operates Trailhead Financial, a non-investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with a decentralized model, allowing clients to choose from various investment strategies and managers, and is notable for its formal retirement-plan advisory and pension consulting capabilities.
Steven R
Series 63, Series 65
Tampa, FL
Independent Financial partners
Steven Reichert is a financial advisor at Independent Financial Partners with four years of industry experience. He holds a Series 65 designation and has worked at firms including Trinity Wealth Securities and Florida Financial Advisors. Outside of his advisory role, Reichert is the owner of Boardwalk Bookkeeping. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.
David L
Series 66
Granger, IN
Independent Financial partners
David Littrell is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Independent Financial Partners and has previously worked at Edward Jones, Equitable Advisors, and Howard Bailey Securities. Littrell was formerly an AFLAC insurance agent and continues to receive residual income from in-force policies he sold. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.
Steven R
Series 63, Series 65
Phoenix, AZ
Independent Financial partners
Steven Radonich is a financial advisor with Independent Financial Partners in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Independent Financial Partners since 2018 and was previously with First Western Trust from 2016 to 2018. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable capabilities in retirement-plan advisory and pension consulting.
Thomas P
Series 63, Series 66
Avon Lake, OH
Independent Financial partners
Thomas Petrus is a financial advisor with Independent Financial Partners, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Key Investment Services LLC for 14 years before joining Independent Financial Partners in 2022. Outside of advisory work, he is involved in fixed insurance sales and services through Pinnacle Group. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. 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.
Matthew L
Series 63, Series 66
Chagrin Falls, OH
Independent Financial partners
Matthew Levine is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. Prior to joining Independent Financial Partners in 2022, he worked for Key Investment Services LLC for 10 years. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform with over 260 advisors managing more than $12.5 billion in assets and is notable for its formal retirement-plan advisory and pension consulting capabilities.
Walter I
Series 63, Series 65
Ridgeland, SC
Independent Financial partners
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.
Patrick M
CFP®, Series 66
Syracuse, NY
Independent Financial partners
Patrick Mahardy is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He currently works at Independent Financial Partners and previously spent 11 years with Commonwealth Financial Network. 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 tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.
Craig K
Series 63, Series 65
Jacksonville Beach, FL
Independent Financial partners
Craig Koproski is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Trust Portfolios L.P. for nine years. Outside of his advisory role, he owns an insurance agency, The Koproski Agency, in Jacksonville Beach, FL. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of roughly 261 independent advisors. The firm supports a decentralized advisory model, allowing individual advisors to set investment strategies while also offering centralized asset management and formal retirement-plan advisory capabilities.
Jonathan G
Series 63, Series 66
Tampa, FL
Independent Financial partners
Jonathan Gade is a financial advisor with Independent Financial Partners in Tampa, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at IFP Securities, LLC since 2019 and was previously with LPL Financial from 2015 to 2019. Outside of his advisory role, he has experience as a behavioral health technician and has been involved in introducing clients to construction and remodeling services. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with options for centralized asset management and is noted for its retirement-plan advisory and pension consulting capabilities.