Louisville, KY Office

Team
Updated today
Independent Financial Partners logo

Independent Financial Partners

Enterprise

Firm-wide stats for Independent Financial Partners

Total advisors

315

Across 166 offices

Clients per advisor

167 Very High

Avg AUM per client

$225,569 Low

HNW client ratio

35% High

About

Independent Financial Partners provides investment advisory, financial planning, trust and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. As disclosed in its Form ADV, the firm reported $12,538,891,425 in assets under management as of December 31, 2024 and supports a multi-advisor platform of roughly 261 advisors serving tens of thousands of individual, charitable, corporate and high-net-worth clients.

IFP’s advisory model is decentralized: investment strategies and philosophies are set by individual IARs but clients can also elect to use centralized IFP Asset Management (IFPAM), third‑party asset managers, or wrap programs. Accounts may be managed on a discretionary or non‑discretionary basis, clients can impose written restrictions, and the firm maintains ongoing supervisory and transaction‑review processes overseen by a home‑office compliance and supervision team.

What is most notable versus many peers is the firm’s formal retirement‑plan advisory and pension consulting capability — including both ERISA 3(21) (non‑discretionary) and 3(38) (discretionary) services, IPS development, QDIA and vendor due diligence — and its written processes to comply with DOL rollover guidance (PTE 2020‑02). IFP also partners with National Advisors Trust to provide directed trustee services for trusts and non‑registered assets, and operates affiliated broker‑dealer and insurance entities that the firm discloses and supervises to address related conflicts of interest.

Based on Independent Financial Partners

Expertise

Retirement income strategy Tax-loss harvesting

Based on Independent Financial Partners

Occupation focus

Founder/Business Owner Executive Retired

Based on Independent Financial Partners

Location

9700 Bunsen Parkway

Louisville KY 40299

Advisors at this office

6

Advisors at this office

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Jeremy S

CFP®, Series 66

Louuisville, KY

Independent Financial Partners

Jeremy Sickles is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Independent Financial Partners since 2019 and previously spent five years at LPL Financial. Outside of advisory work, he teaches adult financial education courses through the Financial Educators Network and serves on the board of Covenant Life Church. Independent Financial Partners is a nationwide enterprise advisory firm serving individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model allowing investment strategies set by individual advisors, alongside centralized asset management options, and is notable for its retirement-plan advisory and pension consulting capabilities.

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

Series 63, Series 65

Louisville, KY

Independent Financial Partners

Ryan Pyle is a financial advisor with Independent Financial Partners in Louisville, KY. He holds Series 63 and Series 65 licenses and has one year of experience in the industry. Prior to his advisory role, he worked at the University of Louisville and Cook Medical. 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 capability in retirement-plan advisory and pension consulting.

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

Taylor D

Series 66

Louisville, KY

Independent Financial Partners

Taylor Davis is a financial advisor with Independent Financial Partners in Louisville, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Independent Financial Partners, Davis worked at IFP Securities, LLC and Lifetime Wealth Strategies. Outside of advising, Davis instructs retirement planning courses and serves as a board member for the Kentucky Pediatric Trust Fund, which focuses on pediatric cancer research and related grant oversight. 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 a notable focus on retirement-plan advisory and pension consulting services.

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

CFP®, Series 66

Louisville, KY

Independent Financial Partners

Adam Coop is a Certified Financial Planner (CFP®) with 24 years of industry experience, currently serving at Independent Financial Partners since 2019. His prior experience includes eight years at LPL Financial. He is a board member of Plowshares Farm Center for Education & Spirituality, a nonprofit organization. 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 and offers a decentralized advisory model with both individual and centralized investment management options.

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

Evan T

Series 63, Series 66

Louisville, KY

Independent Financial Partners

Evan Thurmond is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 designations and having 24 years of industry experience. He previously worked at LPL Financial for 10 years before joining Independent Financial Partners in 2019. Outside of his advisory role, he owns Barrel Proof Brands, an entity involved in events and property management. Independent Financial Partners serves a nationwide client base through a network of independent Investment Adviser Representatives and offers a decentralized advisory model where individual advisors set investment strategies. The firm is also noted for its specialized retirement-plan advisory and pension consulting services.

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

Scott S

Series 63, Series 66

Louuisville, KY

Independent Financial Partners

Scott Sells is a financial advisor with Independent Financial Partners in Louisville, KY, holding Series 63 and Series 66 registrations and over 31 years of industry experience. He has worked at Independent Financial Partners and IFP Securities, LLC since 2019 and previously spent 10 years at LPL Financial. Outside of advising, he is involved in a mold removal startup where he serves as an investor and CFO and participates in businesses related to x-ray equipment leasing and tax services. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model allowing individual investment representatives to set strategies, while also providing centralized asset management options and specialized retirement-plan advisory and pension consulting services.

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