Thomas
Petrus
Independent Financial Partners
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About this Advisor
Thomas Petrus is a financial advisor operating out of Avon Lake, Ohio with 1 year of industry experience. Petrus works at Independent Financial Partners. Petrus has gained experience at Key Investment Services LLC and Independent Financial Partners, LLC. Petrus holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to operate in Arkansas, California, Florida, Georgia, Minnesota, New York, Ohio, Oregon, Pennsylvania and Virginia. Independent Financial Partners is an advisory business that has its headquarters in Tampa, FL. The company has offices in 155 locations and a total of 273 financial advisors. It oversees $9 billion in assets under management among its 34,487 accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 85 charitable organizations. Of its 34,487 customer accounts, just 13% belong to high-net-worth investors who have greater than $1 million in assets. The firm has 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. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fee types billed by Independent Financial Partners most 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
Thomas Petrus Work History
Thomas has been registered as a financial advisor for 1 years.*
Independent Financial Partners, LLC
Key Investment Services LLC
*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 Thomas Petrus 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
Fort Washington, PA
Miami, FL
Pleasant Hill, CA
Clive, IA
Edmond, OK
Tampa, FL
Edmond, OK
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