Craig
Koproski
Independent Financial Partners
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About this Advisor
Craig Koproski is a financial advisor who works in Jacksonville Beach, Florida with a total of 2 years of industry experience. Koproski is an employee of Independent Financial Partners. Their career trajectory has included roles at First Trust Portfolios L.P, Independent Financial Partners, Ifp Securities LLC, The Koproski Agency and Job Search-Exam Prep. Koproski has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Connecticut and Florida. Independent Financial Partners is a financial advisory company operating out of Tampa, FL. The investment advisory business has offices in 155 locations and a total of 273 financial advisors. It oversees $9 billion in assets across its 34,487 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 85 charitable organizations. Of its 34,487 customer accounts, just 13% are associated with high-net-worth clients who have at least $1 million in investable assets. Independent Financial Partners has a diverse array 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 largely vary depending on which services the firm provides the client. However, fees charged by Independent Financial Partners likely consist 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
Craig Koproski Work History
Craig has been registered as a financial advisor for 2 years.*
Independent Financial Partners
Ifp Securities LLC
The Koproski Agency
Job Search-Exam Prep
First Trust Portfolios L.P
*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 Craig Koproski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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