Nathan
Boyer
Independent Financial Partners
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About this Advisor
Nathan Boyer is a financial advisor based in Maumee, Ohio with 1 year of industry experience. Boyer is an advisor for Independent Financial Partners. Their career trajectory has included roles at Ifp Securities LLC, University Of Toledo, Ups and Stirling Capital. Boyer has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Ohio. Independent Financial Partners is a registered investment firm that has its headquarters in Tampa, FL. The firm has offices in 155 locations and a total of 273 advisors. It administers $9 billion in total assets among its 34,487 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 85 charities and foundations. Of its 34,487 customer accounts, just 13% belong to high-net-worth investors who have greater than $1 million in investable assets. Independent Financial Partners performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually depend on which service is offered. However, fees charged by Independent Financial Partners can include 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
Nathan Boyer Work History
Nathan has been registered as a financial advisor for 1 years.*
Ifp Securities LLC
Stirling Capital
Ups
University Of Toledo
*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 Nathan Boyer 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
Cleveland, OH
Middletown, OH
Miami, FL
Tampa, FL
Edmond, OK
Pleasant Hill, CA
Tampa, FL
Edmond, OK
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