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Walter Ickert

Independent Financial Partners

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About Walter Ickert

Walter Ickert is an Investment Advisor Representative with Independent Financial Partners in RIDGELAND, SC. Walter has been in the financial industry for over 40 years and has a strong track record of success. Walter is committed to providing his clients with personalized financial advice that meets their individual needs. He offers a range of services, including financial planning, investment management, and retirement planning. Walter is also registered with the state of North Carolina. Walter's experience and commitment to his clients make him an excellent choice for those seeking financial guidance.

Firm Information

Walter Ickert 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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Walter Ickert’s Registration & Firm History

SC

02/16/2012 - Present

Independent Financial Partners (RIDGELAND SC)

SC

11/12/2009 - 05/23/2019

LPL FINANCIAL LLC (RIDGELAND SC)

FL

07/31/2002 - 11/17/2009

ROYAL ALLIANCE ASSOCIATES, INC. (SEBASTAIN FL)

NY

05/03/1999 - 08/08/2002

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

07/10/1997 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

CA

12/18/1986 - 07/28/1997

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

CT

01/14/1987 - 12/31/1990

NWNL MANAGEMENT CORPORATION (WINDSOR CT)

NA

01/09/1986 - 12/22/1986

ARUNDEL SECURITIES, INC.

NA

10/01/1985 - 01/14/1986

THE PLANNER'S SECURITIES GROUP, INC.

NA

01/27/1984 - 10/15/1985

FSC SECURITIES CORPORATION

NA

10/24/1978 - 04/05/1983

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

NA

12/04/1974 - 12/15/1976

LINCOLN FINANCIAL ADVISORS CORPORATION

NA

12/04/1974 - 12/15/1976

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

NA

08/22/1973 - 01/20/1974

ADL INVESTMENT CO., INC.

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Licenses & Designations

IA

Issued 12/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/03/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/07/1987

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Walter Ickert. Review regulatory record here.
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