Keith
Gredys
Independent Financial Partners
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About this Advisor
Keith Gredys is a financial advisor who works in Clive, Iowa with a total of 12 years of industry experience. Gredys is an advisor for Independent Financial Partners. The advisor has gained experience at Kidder Benefits Consultants, Inc, Independent Financial Partners, Inc, Lpl Financial LLC, Fuerza Financial, LLC, Ifp Securities, LLC, Fuerza Financial, Inc Dba The Kidder Company, Kidder Advisers, Inc and Kidder Advisers, LLC. Gredys has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Arizona, Florida, Illinois, Iowa, Kansas, Kentucky, Minnesota, Missouri, Nebraska, Virginia and Wisconsin. Independent Financial Partners is a business that has its headquarters in Tampa, FL. The investment advisory business has offices in 155 locations and a total of 273 advisors. It administers $9 billion in assets between its 34,487 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 85 charities and foundations. Of its 34,487 client accounts, just 13% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. 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. Financial management fees are based on which services the firm provides the client. Fees charged by Independent Financial Partners likely consist of any blend 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
Keith Gredys Work History
Keith has been registered as a financial advisor for 12 years.*
Ifp Securities, LLC
Fuerza Financial, Inc Dba The Kidder Company
Kidder Advisers, Inc
Independent Financial Partners, Inc
Lpl Financial LLC
Fuerza Financial, LLC
Kidder Advisers, LLC
Kidder Benefits Consultants, 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 Keith Gredys 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
Arlington, TX
Edmond, OK
Middletown, OH
Grosse Pointe, MI
Boulder, CO
Ocala, FL
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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