Bryan
Nielson
Independent Financial Partners
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About this Advisor
Bryan Nielson is a financial advisor operating out of Englewood, Colorado with a total of 4 years of industry experience. Nielson is an advisor for Independent Financial Partners. Over the course of their career, they have held roles at Solarcity, Blue Raven Solar, Elite Marketing, Cetera Advisors LLC, Ifp Securities, LLC and Independent Financial Partners. Nielson maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can work in Alabama, Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Kansas, Nevada, New Mexico, North Carolina, Oklahoma, Texas, Utah, Wisconsin and Wyoming. Independent Financial Partners is a registered investment company operating out of Tampa, FL. It has offices in 155 locations and a total of 273 employees. It administers $9 billion in assets among its 34,487 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 85 charities and foundations. Of its 34,487 client accounts, just 13% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Independent Financial Partners provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually are based on which services are offered. Fee types billed by Independent Financial Partners can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$8,915,756,449
273
34,487
$258,525
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Bryan Nielson Work History
Bryan has been registered as a financial advisor for 4 years.*
Ifp Securities, LLC
Independent Financial Partners
Blue Raven Solar
Solarcity
Cetera Advisors LLC
Blue Raven Solar
Elite Marketing
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bryan Nielson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Financial Partners
Tampa, FL
Grosse Pointe, MI
Cleveland, OH
Fort Washington, PA
Tampa, FL
Clive, IA
Pleasant Hill, CA
Florence, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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