Kevin Peter Dolphin
Investment adviser representative at Independent Financial Partners
23 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
23 years in the industry.
- Independent Financial PartnersDec 2020 to now
- Ifp Securities, LLCDec 2020 to now
- Kevin Dolphin Cpa, PcNov 2003 to now
- Avantax Advisory ServicesJun 2014 to Dec 2020
- Avantax Insurance Agency, LLCJun 2014 to Dec 2020
- Avantax Investment Services, Inc.May 2014 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 4497873
- Firm CRD
- 125112