Brian
Washa

Independent Financial Partners

CRD#5392389
Investment Advisor
in Edmond, OK

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About this Advisor

Brian Washa is a financial advisor based in Edmond, Oklahoma, working with Independent Financial Partners. Brian has previously held positions at John Hancock Financial Network, Royal Alliance Associates, Inc, Ifp Securities, LLC, and Independent Financial Partners. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Florida, Michigan, Montana, Oklahoma, Texas, and Virginia. Currently, Brian is part of Independent Financial Partners, which operates out of Edmond, Oklahoma. 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 63, 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

869 E 33Rd St
Edmond, OK 73013

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$9,761,355,350

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

267

OK Average: 62
Total Number of Accounts

37,391

OK Average: 2,474
Average Account Size

$261,062

OK 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

Brian Washa Work History

2019 - Present (6 years)

Ifp Securities, LLC

2019 - Present (6 years)

Independent Financial Partners

2018 - 2019 (1 year)

Royal Alliance Associates, Inc

2007 - 2018 (11 years)

John Hancock Financial Network

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Disclosures

Please visit the SEC profile of Brian Washa 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

Matthew Buckman
Ocala, FL
Jody Henley
Powell, OH
Sunnaret Eang
Fort Washington, PA
Tyler Acheson
Tampa, FL
Christopher Stolte
Austin, TX
Chad Castrinos
Metairie, LA
Jeremy Sickles
Jeffersonville, IN
Matthew Johnson
Hastings, NE

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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