Brady
Lollman

Independent Financial Partners

CRD#7732431
Investment Advisor
in Hastings, NE

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About this Advisor

Brady Lollman is a financial advisor based in Hastings, Nebraska, working with Independent Financial Partners. Brady has previously held positions at Lochland Country Club, Hastings Physical Therapy, Happy Hollow Club, Mary Lanning Healthcare, Ellerbrock-Norris, Ifp Securities, LLC, University Of Nebraska Omaha, Independent Financial Partners, and Ridgeline Advisors. Brady has passed the Series 65 regulatory exam and is registered to provide services in Arizona, Arkansas, California, Colorado, Delaware, Florida, Illinois, Iowa, Kansas, Maryland, Mississippi, Missouri, Nebraska, Nevada, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, and Wisconsin. Currently, Brady is part of Independent Financial Partners, which operates out of Hastings, Nebraska. The firm has 155 offices and 267 employees. The firm manages assets totaling $9.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Independent Financial Partners includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

109 N. Hastings Ave.
Hastings, NE 68901

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$9,761,355,350

NE Average: $1,855,561,029
Total Number of Employees

267

NE Average: 62
Total Number of Accounts

37,391

NE Average: 2,474
Average Account Size

$261,062

NE Average: $750,025

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

Brady Lollman Work History

2024 - Present (0 year)

Independent Financial Partners

2024 - Present (0 year)

Ridgeline Advisors

2023 - Present (1 year)

Ifp Securities, LLC

2020 - 2023 (3 years)

Ellerbrock-Norris

2017 - 2020 (3 years)

Mary Lanning Healthcare

2016 - 2016 (< 1 year)

Happy Hollow Club

2015 - 2015 (< 1 year)

Happy Hollow Club

2015 - 2016 (1 year)

University Of Nebraska Omaha

2014 - 2014 (< 1 year)

Lochland Country Club

2014 - 2015 (1 year)

Hastings Physical Therapy

Disclosures

Please visit the SEC profile of Brady Lollman 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

Christopher White
Jackson, MS
Joshua Donner
Boca Raton, FL
Jody Henley
Powell, OH
Tyler Acheson
Tampa, FL
Cody Behrends
Tampa, FL
Kelly Ryland
Pensacola, FL
Jeremy Sickles
Jeffersonville, IN
Christopher Stolte
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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