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G F
ChFC®, Series 63, Series 66
Edmond, OK
Independent Financial Partners
G Fransen is a financial advisor with Independent Financial Partners, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 40 years of industry experience, including a long tenure at MML Investors Services, Inc. and M.M. Life Insurance Company prior to joining his current firm. 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 tens of thousands of clients and is noted for its retirement-plan advisory and pension consulting capabilities.
Andrew G
Series 66
Cleveland, OH
Independent Financial Partners
Andrew Grannis is a Series 66-licensed financial advisor at Independent Financial Partners with 10 years of industry experience. He has worked at Independent Financial Partners since 2016 and previously spent three years at LPL Financial, LLC. Grannis is also involved with Blueprint Financial Corporation, a registered investment advisory firm based in Cleveland, OH. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm serves a diverse client base, including individuals, charitable organizations, corporations, and high-net-worth clients, and offers a decentralized advisory model alongside formal retirement-plan and pension consulting capabilities.
Clark S
Series 63, Series 66
Conshohocken, PA
Independent Financial Partners
Clark Stossel is a financial advisor at Independent Financial Partners with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at BNY Mellon Wealth Management for four 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 serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.
Jeffrey M
Series 63, Series 65
Portsmouth, NH
Independent Financial Partners
Jeffrey Mc Donald is a financial advisor at Independent Financial Partners with four years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fiduciary Private Wealth, Advisory Services Network, Salem Five Bank, and Enterprise Bank and Trust. Independent Financial Partners is a nationwide enterprise that offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisers. The firm supports a decentralized advisory model allowing individual advisers to set investment strategies while providing formal retirement-plan advisory and pension consulting services, including ERISA 3(21) and 3(38) services.
Christopher S
CFP®, ChFC®, Series 63, Series 65
Austin, TX
Independent Financial Partners
Christopher Stolte is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is currently affiliated with Independent Financial Partners and has held roles at IFP Securities, LLC and LPL Financial. Stolte serves on the Austin chapter board of the Financial Planning Association. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm is notable for its decentralized advisory model and its specialized retirement-plan and pension consulting services.
Jessica S
Series 66
Jacksonville, FL
Independent Financial Partners
Jessica Sizemore is a financial advisor with Independent Financial Partners holding a Series 66 designation and three years of industry experience. She has worked at IFP Securities LLC and American Federal Benefits Consultants, and also maintains a role at Sizemore & Associates, CPA's PLLC, providing administrative support for CPAs. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a national network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting.
Steven L
Series 63, Series 65
Edina, MN
Independent Financial Partners
Steven Lindell is a financial advisor with Independent Financial Partners who holds Series 63 and Series 65 licenses and has 44 years of industry experience. His career includes roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and Landmark Advisors, where he is also involved in investor relations. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm manages over $12.5 billion in assets and supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients with both discretionary and non-discretionary account options.
Nicholas L
Series 63, Series 65
Plymouth, MN
Independent Financial Partners
Nicholas Lawton is an advisor at Independent Financial Partners with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Pilot Capital Management Corp and MWA Financial Services Inc. before joining his current firm. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a decentralized advisory model with multiple investment approaches and is noted for its formal retirement-plan advisory and pension consulting capabilities.
John H
Series 63, Series 66
Franklin, TN
Independent Financial Partners
John Hare is a financial advisor at Independent Financial Partners with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at LPL Financial. Outside of his advisory work, Hare owns Fiduciary Impact LLC, where he provides fiduciary consulting and expert witness services. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a national network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with specialized capabilities in retirement-plan advisory and pension consulting.
Michael N
CFP®, Series 63, Series 65
St George, UT
Independent Financial Partners
Michael Nielson is a CFP® professional with 24 years of industry experience, currently serving at Independent Financial Partners since 2019. His prior experience includes roles at Cetera Advisors LLC and Fireside Retirement Strategies, Inc. He is involved in multiple tax planning and insurance-related activities and provides tax preparation and consulting services under CPA supervision. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a 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.
James A
Series 63, Series 65
Clearwater, FL
Independent Financial Partners
James Appelt Jr. is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has held roles at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and has operated his own CPA and accounting firms for over two decades. Outside of advising, he serves as president of Appelt & Associates, a CPA firm providing tax preparation and accounting services. 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 and features a decentralized advisory model with notable retirement-plan consulting capabilities.
Mark J
Series 66
Madison, WI
Independent Financial Partners
Mark Jaeger is a financial advisor with Independent Financial Partners in Madison, WI, holding a Series 66 designation and 16 years of industry experience. He has been with Independent Financial Partners and affiliated firms since 2019. Outside of advisory work, he is involved as a Mortgage Loan Originator with C and R Mortgage. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform and offers both decentralized investment strategies and centralized asset management options, with a particular focus on retirement-plan advisory and pension consulting services.
Charles T
CFP®, Series 63, Series 65
Edmond, OK
Independent Financial Partners
Charles Tutt is a CFP® professional with 28 years of industry experience, currently with Independent Financial Partners. He has held roles at IFP Securities, LLC, Independent Financial Partners, and LPL Financial, LLC. He is also involved with Lifemore Financial Group, an entity through which he conducts investment advisory activities. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, charitable organizations, corporations, and high-net-worth clients, and is noted for its formal retirement-plan advisory and pension consulting capabilities.
Carol S
Series 63, Series 65
Waukesha, WI
Independent Financial Partners
Carol Strehlow is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has worked at IFP Securities, LLC since 2019 and has been associated with Independent Financial Partners since 2016. Strehlow is a minority owner of Retirement Plan Solutions, a firm providing wealth management services for individual clients and qualified plans. She also serves as a notary, performing this service without compensation. Independent Financial Partners offers 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 noted for its formal retirement-plan advisory and pension consulting capabilities.
Ronald R
Series 66
Gulf Shores, AL
Independent Financial Partners
Ronald Rowell is a Series 66-licensed financial advisor with nine years of industry experience, currently with Independent Financial Partners. His career includes previous roles at LPL Financial, Edward Jones, Kestra Investment Services, and Kestra Advisory Services. Outside of advising, he is a business owner involved in a retail restaurant enterprise. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform that serves individual, charitable, corporate, and high-net-worth clients, offering both decentralized and centralized investment strategies with a notable focus on formal retirement-plan advisory and pension consulting services.
Kyle S
Series 66
Glen Rock, PA
Independent Financial Partners
Kyle Shenk is a financial advisor with Independent Financial Partners and holds a Series 66 designation. He has five years of industry experience and has previously worked with Realta Investment Advisors, Inc. and Realta Equities, Inc. Shenk's background also includes roles at Springified Co., Hampden-Sydney, Incapital, and Safari Club International. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model, allowing advisors to set their own investment strategies, and offers specialized retirement-plan advisory and pension consulting services.
Mara O
Series 63, Series 66
Denver, CO
Independent Financial Partners
Mara Otley is a financial advisor at Independent Financial Partners with 15 years of industry experience. She has held positions at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, and Scottrade. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model and is noted for its formal retirement-plan advisory and pension consulting capabilities.
Brandon M
Series 66
Jacksonville Beach, FL
Independent Financial Partners
Brandon Maresma is a financial advisor at Independent Financial Partners with 23 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for 10 years before joining Independent Financial Partners in 2019. In addition to his advisory work, he owns a CPA practice, Postillion Tax Consultants, which provides tax preparation, planning, payroll, and bookkeeping services. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves a diverse client base with customizable investment strategies and has notable capabilities in retirement-plan advisory and pension consulting.
Michael P
Series 63, Series 66
Avon Lake, OH
Independent Financial Partners
Michael Petrus is a financial advisor at Independent Financial Partners with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Brighthouse Financial and Nordson Corporation. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. 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 P
Series 63, Series 66
Camillus, NY
Independent Financial Partners
Matthew Pfeiffer is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Key Investment Services LLC for 11 years. Pfeiffer is also the owner of Harbor Wealth Advisors CNY, Inc., a financial services company, and is involved in insurance and annuity support roles. 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 serving a wide range of clients, with a notable focus on retirement-plan advisory and pension consulting services.
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