Independent Financial logo

Independent Financial Employee Directory

BankingUnited States11-50 Employees

Independent Financial Partners (IFP) operates in the banking sector with a focus on wealth management and retirement plan consulting in the United States. As an SEC-registered investment adviser and broker-dealer, it provides advisory and brokerage services to financial professionals and their clients.

In 2026, IFP expanded its platform through the acquisition and integration of the Advanced Strategies Group, and subsequently launched an enhanced Advanced Strategies platform. The company has previously broadened its advisory framework, including the introduction of hybrid and W-2 affiliation options in 2025.

Find Independent Financial employees' phone numbers or email addresses

Independent Financial Global Highlights

Location
Employees

North America
26

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  • United States Of America
    23
  • Canada
    2
  • Mexico
    1

Asia
1

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  • Indonesia
    1

Independent Financial's Leadership

  • Stylized image of a person
    J. A.
    Chief Business Development Officer
    Phone icon
  • Stylized image of a person
    J. A.
    Managing Director
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  • Stylized image of a person
    J. S.
    Director Of Ifp Technology
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  • Stylized image of a person
    T. D. C.
    Private Wealth Manager
    Phone icon
  • Stylized image of a person
    D. B.
    It And Systems Manager
    Phone icon
  • Stylized image of a person
    J. C.
    Network Administrator
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  • Stylized image of a person
    M. R.
    Assistant Trainer
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  • Stylized image of a person
    B. S.
    Compensation Associate
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Independent Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Program & Project Management
  • Sales
  • Administrative
  • Other

Contact profiles from Independent Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. A.
    Chief Business Development Officer
    Phone icon
    Nov 13, 2025
  • Stylized image of a person
    J. A.
    Managing Director
    Phone icon
    UNITED STATES
    May 05, 2024
  • Stylized image of a person
    J. S.
    Director Of Ifp Technology
    Phone icon
    UNITED STATES
    Feb 06, 2025
  • Stylized image of a person
    T. D. C.
    Private Wealth Manager
    Phone icon
    United StatesMississippi
    Apr 16, 2026
  • Stylized image of a person
    D. B.
    It And Systems Manager
    Phone icon
    UNITED STATES
    May 21, 2026
  • Stylized image of a person
    J. C.
    Network Administrator
    Phone icon
    United StatesNew York
    Apr 02, 2026
  • Stylized image of a person
    M. R.
    Assistant Trainer
    Phone icon
    United StatesWisconsin
    Nov 15, 2025
  • Stylized image of a person
    B. S.
    Compensation Associate
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    H. Z.
    Accounting Specialist
    Phone icon
    UNITED STATES
    Jun 08, 2026
  • Stylized image of a person
    J. H.
    Licensed Insurance Agent
    Phone icon
    United StatesGeorgia
    Oct 22, 2024

Frequently Asked Questions

What is Independent Financial known for?

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Independent Financial operates in the Banking industry. The company's main headquarters is located in United States. Explore Independent Financial's company overview page for more information.

What is Independent Financial's most common email format?

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Independent Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Independent Financial email formats with LeadIQ.

How many employees does Independent Financial have currently?

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Independent Financial has approximately 23 employees as of April 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Independent Financial's key employees and leadership?

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As of April 2026, Independent Financial's key employees include:

  • Chief Business Development Officer: J. A.
  • Managing Director: J. A.
  • Director Of Ifp Technology: J. S.
  • Private Wealth Manager: T. D. C.
  • It And Systems Manager: D. B.

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