# INDEPENDENT FINANCIAL PARTNERS

> FINRA firm 125112 · ACTIVE · **⚠ HAS DISCLOSURE EVENTS** · TAMPA, FL

## ⚠ Regulatory disclosure flag

FINRA reports regulatory or customer-dispute disclosure events for this firm. The disclosure detail (regulatory actions, arbitrations, customer complaints, criminal events) is on the canonical BrokerCheck page — every advisor / broker-dealer carrying a yes on this flag has at least one reported event.

## Key facts

- **FINRA firm ID:** 125112
- **Firm name:** INDEPENDENT FINANCIAL PARTNERS
- **Other names:** 3 PEAKS FINANCIAL, ELLIS-SUMMER GROUP, EDD HOLDER & ASSOCIATES, EBERST WEALTH MANAGEMENT, E2E FINANCIAL, DTY WEALTH PLANNING SOLUTIONS, DT MOREHEAD, INC., DIVORCE DIRECTION, DIVIDENT WEALTH MANAGEMENT, DIVDEND WEALTH MANAGEMENT, DIRECTIONAL WEALTH, DIRECTIONAL INVESTMENTS, DILL FINANCIAL SERVICES, DICKMAN WEALTH MANAGEMENT, DICKMAN FINANCIAL SERVICES, DEW FINANCIAL MANAGEMENT GROUP, DEPTOLA, DELOIA WEALTH MANAGEMENT INC., DELGADO WEALTH MANAGEMENT, DELANEY FINANCIAL GROUP, DELANCEY WEALTH MANAGEMENT, LLC, DEHAAN WEALTH MANAGEMENT, DCS RETIREMENT CONSULTANTS, DCS PENSIONMARK, DAWES WEALTH MANAGEMENT, DAVIS FINANCIAL, DAVIS ADVANTAGE WEALTH MANAGEMENT, DARPEL, DICKMAN & HARRIGAN WEALTH MANAGEMENT, DARPEL WEALTH MANAGEMENT, DAN T. PEACOCK & ASSOCIATES, D. MARTINI AND ASSOCIATES, INC., CYPRESS CAPITAL, CYCAP, LLC, CUMMINGS CAPITAL MANAGEMENT, CT FINANCIAL INC, CS HUDGENS CAPITAL MANAGEMENT, CROW CREEK WEALTH, COVENANT WEALTH MANAGEMENT, COTTON WEALTH MANAGEMENT ASSOCIATES, LLC, COSGRIFF WEALTH MANAGEMENT, CORNERSTONE WEALTH MANAGEMENT, CORNERSTONE RETIREMENT ADVISORS, LLC, CORNERSTONE LEGACY WEALTH MANAGEMENT, CORE WEALTH MANAGEMENT, CONNORS WEALTH MANAGEMENT, COMPOUND CAPITAL INC, LLC, COLTON SMITH, LLC, COLLABORATIVE FINANCIAL SOLUTIONS, LLC, COGENT WEALTH MANAGEMENT, LLC, CLEARPOINT FINANCIAL, CLEAR FINANCIAL STRATEGIES, CLEAR ADVICE FINANCIAL, CJK INVESTMENT CONSULTANTS, CHEPENIK FINANCIAL, CHANDLER O'REAR & ASSOCIATES, CHAMPION WEALTH MANAGEMENT, CERTA FINANCIAL PLANNING, CENTERPOINTE WEALTH MANAGEMENT, CENTERBRIDGE PLANNING GROUP, CDS WEALTH MANAGEMENT, INC., CDS WEALTH MANAGEMENT, CBB FINANCIAL, INC., CASTRINOS FINANCIAL, CASTNER JOSEPHS RETIREMENT GROUP INC, CASTERLIN & YOST FINANCIAL SERVICE GROUP, CARTHAGE SAVINGS, CAPITAL RETIREMENT GROUP, CAPITAL CONCLUSIONS CORPORATION, CAPITAL CONCLUSIONS CORP, CAPITAL CONCLUSION CORPORATION, CANOPY ASSET MANAGEMENT, CANARY WEALTH STRATEGIES, CAMERON FINANCIAL MANAGEMENT, CALLESEN WEALTH MANAGEMENT, CALLAHAN WEALTH MANAGEMENT, CADEN CAPITAL, BUILDING FINANCIAL STRENGTH, BUELOW FINANCIAL GROUP, BUCHER, BRYSON WEALTH MANAGEMENT, BRYSON FINANCIAL, BROWNING AGENCY OF PONTE VEDRA, INC., BROWN SERVICES GROUP, BROWN INVESTMENTS, BRIGHTON WEALTH MANAGEMENT, BRANDENBURG FINANCIAL, BOSCH PRIVATE WEALTH, BOSCH FINANCIAL, BLUEROCK INVESTMENT SERVICES, BLUEPRINT WEALTH MANAGEMENT, BLUEPRINT RETIREMENT, BLUEPRINT FINANCIAL CORPORATION, BLUEPRINT FINANCIAL, BLACKMAN, BJORK ASSET MANAGEMENT, BJORK  ASSET MANAGEMENT, INC., BIG ROCK WEALTH MANAGEMENT, BERRY WEALTH MANAGEMENT, BENEFITS MATRIX, LLC, BENEDICT WEALTH ADVISORY GROUP, LLC, BELL WEALTH MANAGEMENT, BCG TERMINAL FUDNING CO., BCG PENSIONMARK, BAY AREA WEALTH MANAGEMENT, BARNES CAPITAL GROUP, BARNES & COMPANY INVESTMENT COUNSEL, BANDCO TEVIS INVESTMENT STRATEGIES, BALANCED ASSET STRATEGIES, LTD., BALANCED ASSET STRATEGIES, B GREEN WEALTH MANAGEMENT, AXIOS ADVISORY GROUP LTD, AWA INVESTMENT ADVISORS, AVILA INVESTMENTS & INSURANCE GROUP, AVENUE WEALTH MANAGEMENT, AUSDAL FINANCIAL PARTNERS, INC., AUDET WEALTH ADVISORS, AUDET INVESTMENT MANAGEMENT, INC., ATLANTIC CAPITAL ADVISORS, ATHANASSIE CAPITAL PARTNERS, ASSURE FINANCIAL SERVIXES, LLC, ASSURE FINANCIAL SERVICES, LLC, ASSET ADVISORS, ASHWOOD WEALTH MANAGEMENT, ASCENSION FINANCIAL ADVISORS, ARENA & BROWN RETIREMENT CONSULTANTS, ANTONETTI CAPITAL MANAGEMENT, ANCHORPOINT WEALTH, ANCHOR WEALTH MANAGEMENT, AMERITRUST CAPITAL MANAGEMENT, AMELIA WEALTH MANAGEMENT, ALPHALOGIC WEALTH MANAGEMENT, ALPHA CAPITAL GROUP, ALL BENEFITS CONSULTING CORP., ALFORD-JUNGERS FINANCIAL, AFG, LLC, ADVOCATE CONSULTING GROUP, ADVISORY SERVICES OF NEW ENGLAND, ADVICE4LIFE, ADVANTAGE BENEFIT SERVICE, ADVANCED WEALTH SOLUTIONS, ADVANCED STRATEGIES GROUP, LLC, ADVANCED STRATEGIES GROUP, ACUMEN WEALTH ADVISORS, ACUMEN CAPITAL GROUP, ACCORDANCE PRIVATE WEALTH MANAGEMENT, 7620 DIXIE HIGHWAY, LLC, 401K PLAN PROFESSIONALS, 401K MATRIX, 401K ADVISORS, LLC, 401K ADVISORS INTERMOUNTAIN, 360 WEALTH MANAGEMENT...
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-69511
- **Branches:** 324
- **Has disclosure events:** YES
- **Headquarters:** TAMPA, FL, 33607, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/125112

## Citation

> FINRA BrokerCheck, firm 125112 (INDEPENDENT FINANCIAL PARTNERS). Retrieved via AI Analytics 2026-06-25 from https://api.ai-analytics.org/broker/125112.

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