Michael
Nielson
Independent Financial Partners
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About this Advisor
Michael Nielson is a certified financial planner working out of Boulder, Colorado with 4 years of relevant experience. Nielson is an employee of Independent Financial Partners. During their career, the advisor has held roles at Cetera Advisors LLC, Fireside Retirement Strategies, Inc, Independent Financial Partners and Ifp Securities, LLC. Nielson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Indiana, Kansas, Nevada, North Carolina, Oklahoma, South Dakota, Texas, Utah, Wisconsin and Wyoming. Independent Financial Partners is an advisory business that has its headquarters in Tampa, FL. It has offices in 155 locations and a total of 273 advisors. It oversees $9 billion in assets under management across its 34,487 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 85 charitable organizations. Of its 34,487 customer accounts, just 13% belong to high-net-worth investors who have greater than $1 million in assets. Independent Financial Partners performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice typically are based on which services the firm provides the client. Fees billed by Independent Financial Partners can include 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
Michael Nielson Work History
Michael has been registered as a financial advisor for 4 years.*
Independent Financial Partners
Ifp Securities, LLC
Fireside Retirement Strategies, Inc
Cetera Advisors LLC
*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 Michael 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
Edmond, OK
Tampa, FL
Cleveland, OH
Edmond, OK
Edmond, OK
Tampa, FL
Boulder, CO
Palm Harbor, FL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
