Manistee, MI Office
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Independent Financial Partners
Enterprise
Firm-wide stats for Independent Financial Partners
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
Location
331 First Street, Po Box 396
Manistee MI 49660
Advisors at this office
4
Advisors at this office
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.
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.
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.
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.
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