Michael Lorin Ross
Investment adviser representative at Independent Financial Partners
31 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$16.3BFirm assets
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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
31 years in the industry.
- Independent Financial PartnersJun 2025 to now
- Crow Creek Wealth, LLCApr 2019 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Apr 2019
- Strategic Advisors IncMar 2004 to Jul 2018
- Fidelity Investments Institutional Services Company, Inc.Sep 1995 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (WY).
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
- 2664674
- Firm CRD
- 125112