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Luke K

Series 65

Manistee, MI

Independent Financial Partners

Luke Kooy is affiliated with Independent Financial Partners and holds a Series 65 designation. He has no industry experience in financial advising but has been involved with Poke Packs LLC/Up North Collectors since 2021, and previously worked at Dempsey Manor, Manistee High School, and Manistee Golf & Country Club. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a network of independent representatives nationwide. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model and has notable retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Mason C

Series 65

Manistee, MI

Independent Financial Partners

Mason Callesen is a financial advisor with Independent Financial Partners, holding a Series 65 credential and three years of industry experience. His work history includes roles at Callesen Wealth Management and Fifth Third Bank. He is also a reservist in the Michigan National Guard. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized multi-advisor platform. The firm serves a broad client base including individual, charitable, corporate, and high-net-worth clients, with notable expertise in retirement-plan advisory and pension consulting.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Jandin M

Series 65

Manistee, MI

Independent Financial Partners

Jandin Miller is a financial advisor with Independent Financial Partners, holding a Series 65 designation and eight years of industry experience. He has worked at Callesen Wealth Management and Independent Financial Partners since 2014. Miller serves as a board member for two traditional bowhunting organizations, contributing to event coordination and organizational activities. 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 a broad range of clients with customizable investment approaches and notable retirement-plan advisory and pension consulting capabilities.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Nicholas C

Series 63, Series 65

Manistee, MI

Independent Financial Partners

Nicholas Callesen is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His career includes ten years at LPL Financial and roles at IFP Securities and Independent Financial Partners since 2014. He serves as treasurer for Tiny Developers, an organization that builds tiny homes for the homeless, and is a board member of The Callesen Foundation, a family charitable nonprofit. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a decentralized model that supports independent advisors nationwide. The firm is notable for its retirement-plan advisory and pension consulting capabilities, managing over $12 billion in assets as of the end of 2024.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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