Erick
Schenkhuizen

Independent Financial Partners

CRD#2242768
Investment Advisor
in Carlsbad, CA
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About this Advisor

Erick Schenkhuizen is a financial advisor operating in Carlsbad, California, who has been in the industry for 21 years. Schenkhuizen is an advisor for Independent Financial Partners. Schenkhuizen has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Lpl Financial LLC and Independent Financial Partners. Schenkhuizen maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California, Washington, Colorado and Texas. Independent Financial Partners is a financial advisory firm headquartered in Carlsbad, California. It has offices in 277 locations and a total of 606 people on staff. It handles $10 billion in assets under management between its 35,966 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 68 charitable organizations. Of its 35,966 customer accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets. The business offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically are based on the financial services. However, fees charged by Independent Financial Partners likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

Carlsbad, CA

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$5,383,570,734

CA Average: $1,855,561,029
Total Number of Employees

432

CA Average: 62
Total Number of Accounts

30,286

CA Average: 2,474
Average Account Size

$177,758

CA Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Erick Schenkhuizen Work History

Erick has 21 years of experience.

2012 - Present (7 years)

Independent Financial Partners

2009 - Present (10 years)

Lpl Financial LLC

1997 - 2009 (12 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Erick Schenkhuizen has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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