Robert
Olenchalk
Independent Financial Partners
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About this Advisor
Robert Olenchalk is a financial advisor working out of Tampa, Florida who has 1 year of relevant experience. Olenchalk is an advisor for Independent Financial Partners. Their career trajectory has included roles at T Rowe Price, Metlife Securities, Inc, Fidelity Brokerage Services LLC, Raymond James Financial Services Advisors Inc, Tampa Bay Beach Bums, Ifp Securities, LLC, Raymond James, Self Employed- Volleyball Coach and Fidelity Investments. Olenchalk has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can advise clients in California, Florida and Massachusetts. Independent Financial Partners is a company operating out of Tampa, FL. It has offices in 155 locations and a total of 273 employees. It has $9 billion in assets across its 34,487 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advisory services to 85 charities and foundations. Of its 34,487 client accounts, just 13% belong to high-net-worth clients who have more than $1 million in investable 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. A financial advisor's fee schedules largely vary depending on the type of financial services provided. However, fees charged by Independent Financial Partners can consist of some combination 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
Robert Olenchalk Work History
Robert has been registered as a financial advisor for 1 years.*
Ifp Securities, LLC
Fidelity Investments
Raymond James Financial Services Advisors Inc
Tampa Bay Beach Bums
Raymond James
Self Employed- Volleyball Coach
Fidelity Brokerage Services LLC
T Rowe Price
Metlife Securities, Inc
*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 Robert Olenchalk 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
Florence, KY
Tampa, FL
Tampa, FL
Palm Harbor, FL
Pleasant Hill, CA
Edmond, OK
Arlington, TX
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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