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Bryan Nielson

Independent Financial Partners

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About Bryan Nielson

Bryan Nielson is a financial advisor with Independent Financial Partners. Bryan is a Registered Representative of IFP Securities, LLC, a broker-dealer registered with FINRA and a member of SIPC. Bryan is also a Registered Investment Advisor with Independent Financial Partners. Bryan has been in the financial services industry since 2015. Bryan holds the Series 63, 66, and 7 licenses as well as the SIE exam. Bryan's experience includes providing financial planning and investment management services to individuals, families, and businesses. Bryan provides investment advice in multiple states.

Firm Information

Bryan Nielson 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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Bryan Nielson’s Registration & Firm History

CO

01/06/2021 - Present

Independent Financial Partners (Castle Rock CO)

CO

10/21/2015 - 08/26/2019

CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 08/24/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/27/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bryan Nielson. Review regulatory record here.
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