Robert Funk
Investment adviser representative at Independent Financial Partners
10 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
10 years in the industry.
- Independent Financial PartnersJan 2026 to now
- Ifp Securities, LLCJan 2026 to now
- Bespoke Investment Group, LLCApr 2024 to Mar 2025
- Innovation Partners LLCSep 2022 to Dec 2025
- Clearview Trading Advisors, Inc.Jul 2017 to Sep 2022
- Navellier & Associates, Inc.Jan 2016 to Dec 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 2488055
- Firm CRD
- 125112