Shelly
Wohler
Independent Financial Partners
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About this Advisor
Shelly Wohler is a financial advisor based out of Milwaukee, Wisconsin who has 1 year of relevant experience. Wohler works at Independent Financial Partners. Their career trajectory has included roles at Ascentives, Tsmgi, Thrivent Investment Management Inc, Thrivent Financial, Jp Morgan Chase Bank, N.A, Jp Morgan Securities, LLC, Securian Financial Services, Minnesota Life Insurance Company, Ironwood Drive Financial Group LLC, Epicure, Ifp Securities LLC and Independent Financial Partners. Wohler holds Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to advise clients in Georgia, Missouri and Wisconsin. Independent Financial Partners is a registered investment business 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 assets among its 34,487 accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 85 charities and foundations. Of its 34,487 client accounts, just 13% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Independent Financial Partners offers a number 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. Financial advisory fee schedules usually vary depending on which service is offered. Fees billed by Independent Financial Partners likely include 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
Shelly Wohler Work History
Shelly has been registered as a financial advisor for 1 years.*
Ifp Securities LLC
Independent Financial Partners
Minnesota Life Insurance Company
Ironwood Drive Financial Group LLC
Epicure
Securian Financial Services
Jp Morgan Chase Bank, N.A
Jp Morgan Securities, LLC
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Ascentives
Tsmgi
*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 Shelly Wohler 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
Ocala, FL
Edmond, OK
Tampa, FL
Arlington, TX
Milwaukee, WI
Miami, FL
Edmond, OK
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
