Kevin Patrick Somerville
Investment adviser representative at Independent Financial Partners
11 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
11 years in the industry.
- Independent Financial PartnersApr 2026 to now
- Somerville InvestmentsAug 2025 to now
- Colorado CollegeSep 2024 to May 2025
- Constellation EnergyJun 2024 to Aug 2024
- Colorado CollegeSep 2023 to May 2024
- The Whiting-turner Contracting CompanyJun 2023 to Aug 2023
- Colorado CollegeSep 2022 to May 2023
- Data NetworksJun 2022 to Aug 2022
- Colorado CollegeSep 2021 to May 2022
- Data NetworksJun 2021 to Aug 2021
- Loyola BlakefieldSep 2020 to May 2021
- Valley Swim and Tennis ClubMay 2020 to Aug 2020
- Loyola BlakefieldSep 2019 to May 2020
- Valley Swim and Tennis ClubMay 2019 to Aug 2019
- Loyola BlakefiledSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 8152309
- Firm CRD
- 125112