Daniel Tyler Smith
Investment adviser representative at Independent Financial Partners
12 yearsExperience
1 stateRegistered in
CFADesignation
$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
12 years in the industry.
- Independent Financial PartnersJul 2026 to now
- Northern Lights Distributors, LLCJun 2024 to Jun 2026
- Cp Distributors, Inc.Apr 2024 to Jun 2026
- Russell InvestmentsDec 2022 to Mar 2024
- The Retirement Plan CompanyJul 2020 to Dec 2022
- UnemployedNov 2019 to Jul 2020
- Redtree Investment GroupAug 2019 to Nov 2019
- Fidelity InvestmentsNov 2014 to Aug 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 5749074
- Firm CRD
- 125112