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Independent Financial Partners is a broker-dealer and registered investment adviser based out Tampa, Florida. Our firm`s independent platform empowers advisors through freedom of choice and a constantly evolving technology suite that`s designed to build better client experiences. Securities offered through IFP Securities, LLC, member SIPC www.SIPC.org. Investment advice offered through Independent Financial Partners (IFP), a Registered Investment Adviser.
Lenders Workshop is a Denver, CO-based company in the Financial Services sector.
Carlson Advisors is a Minneapolis, MN-based company in the Financial Services sector.
Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high net worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients` lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms.
Ahrens Investment Partners is a Lafayette, LA-based company in the Financial Services sector.