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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Fisken Kapek is an investment advisor with Independent Financial Partners, a financial services firm that has offices in Tampa, FL and Mill Creek, WA. John has been in the financial industry for over 45 years. John has held multiple licenses and registrations, including a Series 63 license, a Series 6TO, a Series 1 license, and a SIE. John is also a Chartered Financial Consultant. John specializes in working with individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. John's experience includes working with clients on their financial planning needs, investment advice, and pension consulting. He provides investment advice on a non-discretionary basis, as well as portfolio management for individuals. John is passionate about helping his clients achieve their financial goals.
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
12/12/2024 - Present
Independent Financial Partners (TAMPA FL)
WA
02/17/2017 - 08/23/2024
TRIAD ADVISORS LLC (Mill Creek WA)
WA
11/30/2010 - 03/02/2017
LPL FINANCIAL LLC (SPOKANE WA)
WA
07/23/2009 - 11/30/2010
NRP FINANCIAL, INC. (SPOKANE WA)
WA
01/01/2004 - 07/28/2009
ING FINANCIAL PARTNERS, INC. (SPOKANE WA)
IA
12/02/1977 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 06/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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