Urbandale, IA 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
2555 106th Street
Urbandale IA 50322
Advisors at this office
2
Advisors at this office
Keith G
Series 66
Urbandale, IA
Independent Financial Partners
Keith Gredys is a financial advisor with Independent Financial Partners who holds a Series 66 designation and has 27 years of experience. His career includes roles at IFP Securities, LLC, Kidder Advisers, Inc., Fuerza Financial, Inc. dba The Kidder Company, and LPL Financial. He is also a notary public. 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 retirement-plan advisory and pension consulting capabilities, serving a broad client base including individuals, charities, corporations, and high-net-worth clients.
Kevin D
Series 63, Series 65
Urbandale, IA
Independent Financial Partners
Kevin Dolphin is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining Independent Financial Partners in 2020, he worked with various Avantax entities from 2014 to 2020 and has operated his own CPA firm, Kevin Dolphin CPA, P.C., since 2003. Outside of his advisory role, he manages a CPA firm providing tax and accounting services. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm serves a broad client base including individuals, charities, corporations, and high-net-worth clients, with a notable emphasis on retirement-plan advisory and pension consulting services.
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