Boca Raton, FL Office

Team
Updated today

Client AUM

$3,630,271,114

Clients

16,436

Advisors

4

Of 183 advisors across 95 offices

Location

6751 N Federal Hwy, Suite 302

Boca Raton FL 33487

Advisors at this office

4

Advisors at this office

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Alan K

CFP®, Series 63

Boca Raton, FL

Ausdal Financial Partners, Inc.

Alan Kirschenbaum is a CFP® with 30 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2024. He previously worked at American Portfolios for 16 years and has been involved with Seabreeze Wealth Management as an independent advisor since 2005. Kirschenbaum also serves as a trustee on the Delray Beach Fire Department Pension Board. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies across discretionary and non-discretionary accounts.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Robert T

Series 63

Boca Raton, FL

Ausdal Financial Partners, Inc.

Robert Toth is a financial advisor at Ausdal Financial Partners, Inc. with 37 years of industry experience. He holds a Series 63 designation and previously worked at American Portfolios for 16 years. Outside of his role at Ausdal, he owns Seabreeze Wealth Management, LLC, through which he provides investment advising and sells insurance products. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, combining in-house and third-party investment options with brokerage and insurance services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Theodore T

Series 63

Boca Raton, FL

Ausdal Financial Partners, Inc.

Theodore Taddei Jr. is a financial advisor with Ausdal Financial Partners, Inc. He holds a Series 63 designation and has 31 years of industry experience. His prior roles include positions at American Portfolios, Physician's Wealth Care LLC, and Guardian Life Insurance Co. of America. He also maintains insurance sales activities to assist clients with their insurance needs. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm provides investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of portfolio options including mutual funds, ETFs, equities, and alternative products.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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Matthew K

Series 63, Series 66

Boca Raton, FL

Ausdal Financial Partners, Inc.

Matthew Kondrath is a financial advisor with Ausdal Financial Partners, Inc. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to joining Ausdal Financial Partners, he worked at firms including American Portfolios Financial Services, Edward Jones, and MBSC Securities Corporation. Outside of his advisory role, he assists clients with insurance needs through SEABREEZE WEALTH MANAGEMENT and serves as CEO of MPK FINANCIAL. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, while supporting investment strategies tailored to each client’s objectives and constraints.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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