Stephen
Mcdonnell
Independent Financial Partners
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About this Advisor
Stephen Mcdonnell is a financial advisor operating out of Waukesha, Wisconsin with a total of 12 years of relevant experience. Mcdonnell works at Independent Financial Partners. They have spent their complete employment at Independent Financial Partners. Mcdonnell has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Wisconsin. Independent Financial Partners is a financial advisory firm headquartered in Tampa, FL. It has offices in 155 locations and a total of 273 financial advisors. It oversees $9 billion in assets across its 34,487 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 85 charitable organizations. Of its 34,487 customer accounts, just 13% are associated with high-net-worth investors who have more than $1 million in investable assets. Independent Financial Partners performs a broad range 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. Fees charged by financial advisors typically depend on which services are provided. Fees charged by Independent Financial Partners can include some combination 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
Stephen Mcdonnell Work History
Stephen has been registered as a financial advisor for 12 years.*
Independent Financial Partners
*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 Stephen Mcdonnell 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
Milwaukee, WI
Tampa, FL
Edmond, OK
Clive, IA
Edmond, OK
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