Brandon E Roberts
Investment adviser representative at Independent Financial Partners
13 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$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
13 years in the industry.
- Independent Financial PartnersOct 2020 to now
- Ifp Securities LLCOct 2020 to now
- Raymond James & AssociatesNov 2017 to Sep 2020
- Norhtwestern Mutual Wealth Management CompanyOct 2017 to Oct 2017
- Northwestern Mutual Investment Services LLCAug 2017 to Oct 2017
- Steven ThagardAug 2017 to Oct 2017
- Morgan StanleyMay 2013 to Jul 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5622927
- Firm CRD
- 125112