Michael Lachlan Petrus
Investment adviser representative at Independent Financial Partners
13 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
13 years in the industry.
- Independent Financial PartnersJan 2026 to now
- Ifp Securities, LLCJul 2025 to now
- Brighthouse FinancialJun 2023 to May 2025
- UnemployedFeb 2023 to Jun 2023
- Nordson CorporationAug 2022 to Feb 2023
- Equity TrustMay 2021 to Aug 2021
- Key Investment ServicesMay 2020 to Aug 2020
- Full Time StudentJan 2013 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7797382
- Firm CRD
- 125112