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Lane Mitchell Bernstrauch

Independent Financial Partners

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About Lane Mitchell Bernstrauch

Lane Bernstrauch is an Investment Advisor Representative at Independent Financial Partners. Lane has been in the industry since August 2018. Lane has been licensed in 27 states and specializes in providing investment advice and financial planning services to individuals, high-net-worth individuals, corporations and businesses, charitable organizations, and pension and profit sharing plans. Lane is also registered with FINRA and the SEC.

Firm Information

Lane Bernstrauch 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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Lane Bernstrauch’s Registration & Firm History

NE

05/26/2022 - Present

Independent Financial Partners (Hastings NE)

NE

08/02/2018 - 05/23/2019

LPL FINANCIAL LLC (HASTINGS NE)

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Licenses & Designations

IA

Issued 01/10/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/12/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lane Mitchell Bernstrauch.
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