Brendan Michael Kelly
Investment adviser representative at Independent Financial Partners
14 yearsExperience
1 stateRegistered in
$16.3BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Independent Financial PartnersSep 2024 to now
- Ifp Securities, LLCSep 2024 to now
- Alera Investment Advisors, LLCJul 2018 to Aug 2024
- Triad AdvisorsJul 2018 to Aug 2024
- Independent Financial PartnersAug 2012 to Jul 2018
- LPL Financial LLCJul 2012 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Independent Financial Partners
Legal name: Ifp Advisors, LLC
$16.3BAssets managed
54,154Clients
319Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2208036
- Firm CRD
- 125112