Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you G? Claim Your ProfileG Richard Fransen is a financial advisor with Independent Financial Partners. G has over 30 years of experience in the financial industry, beginning in 1986. G is licensed to provide investment advice in Colorado, Oklahoma, and Texas. G has a series 63, 66, and 7 license. G is a Chartered Financial Consultant. G provides a variety of financial services including financial planning, pension consulting, educational seminars, and non-discretionary investment advice. G works with individual investors, corporations, and pension and profit sharing plans. G also provides investment advice for charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
01/23/2025 - Present
Independent Financial Partners (TAMPA FL)
OK
03/20/1986 - 02/06/2024
MML INVESTORS SERVICES, LLC (OKLAHOMA CITY OK)
BOTH
Issued 12/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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