Shuwun Ma
Investment adviser representative at Independent Financial Partners
11 yearsExperience
1 stateRegistered in
$16.3BFirm assets
18 yearsFirm in business
Are you Shuwun Ma? Claim your profile
Contact this firm
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
11 years in the industry.
- Independent Financial PartnersSep 2023 to now
- Ifp Securities, LLCSep 2023 to now
- MML Investors ServicesJan 2016 to Aug 2023
- Mass Mutual Life Insurance CompanyNov 2015 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 6148562
- Firm CRD
- 125112