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Andrew Joseph Bucher

Independent Financial Partners

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About Andrew Joseph Bucher

Andrew Bucher is a financial advisor registered with Independent Financial Partners in Cincinnati, Ohio. Andrew is a Certified Public Accountant and has been providing financial advice since 2000. Andrew provides financial planning, portfolio management, and other advisory services to individuals, families, and small businesses. Andrew is also a registered Investment Advisor and has held Series 6 and Series 65 licenses.

Firm Information

Andrew Bucher is currently registered with Independent Financial Partners. Independent Financial Partners is a financial advisory firm headquartered in Tampa, Florida. They offer a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. The firm manages over $9.7 billion in assets for clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Independent Financial Partners

3030 NORTH ROCKY POINT DRIVE WEST

TAMPA, FL 33607

$9.76B

Assets Under Management

Not reported

Total Clients

264

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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non-discretionary investment advice

Non-discretionary investment advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets under advisement

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Andrew Bucher’s Registration & Firm History

OH

03/24/2022 - Present

Independent Financial Partners (Cincinnati OH)

OH

09/08/2009 - 05/23/2019

LPL FINANCIAL LLC (CINCINNATI OH)

OH

09/26/2001 - 09/08/2009

MUTUAL SERVICE CORPORATION (CINCINNATI OH)

IN

10/03/2000 - 08/17/2001

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

10/03/2000 - 08/17/2001

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 11/26/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Joseph Bucher.
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