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Quentin Davis

Advisor at Independent Advisor Alliance, llc

Updated today

Location

Oskaloosa, KS

Credentials

Series 66

Industry experience

19 years

About

Quentin Davis is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked with Independent Advisor Alliance since 2018 and previously worked at Independent Financial Partners and LPL Financial. Independent Advisor Alliance is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, delivering advisory services through a network of 219 representatives using model portfolios, sub-advisors, and technology platforms.

Client services

Based on Independent Advisor Alliance, llc

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Independent Advisor Alliance, llc

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

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Fee options

Fixed

Flat fee for financial planning typically ranges from $0 to $15,000 (negotiable); Wealth coaching fixed fees quarterly $250 to $10,000 (negotiable)

Percentage

up to 2.00% annually (maximum, negotiable)

Project-based

Hourly financial planning/consulting fees up to $500 per hour (negotiable)

Other

Fee-only: Financial planning fees negotiated, hourly up to $500/hour, flat fee typically $0 to $15,000, wealth coaching quarterly fixed fees $250 to $10,000 (negotiable)

Location

Oskaloosa, KS

Most active in

Kansas · Texas

Work history

Independent Advisor Alliance, LLC

2018 - Present (8 years)

Independent Financial Partners

2012 - 2018 (6 years)

LPL Financial, llc

2012 - Present (14 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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Annuities Founder/Business Owner Executive Retired
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General estate planning guidance
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Tonganoxie, KS

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William Raney is a financial advisor with Fidelity Investments, holding a Series 66 license and two years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and First Command Brokerage Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Cathy R

Series 66

Tecumseh, KS

LPL Financial

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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Brandon S

Series 66

Perry, KS

Thrivent Investment Management

Brandon Shreve is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 12 years of industry experience. He has worked at Thrivent and its related entities since 2019 and previously held roles in the agricultural equipment industry and operated Shreve Services Inc for two decades. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic financial analyses that clients can combine with managed-account programs under a consolidated billing option while keeping planning and portfolio management separate.

Business ownership considerations
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