IFP Plan Advisors Press Releases

IFP Plan Advisors earns highest number of spots on NAPA’s Top Retirement Plan Advisors Under 40 rankings

by Sean Brennan

TAMPA, Fla., March 24, 2016 — Seven young advisors from IFP Plan Advisors, a division of hybrid RIA Independent Financial Partners (IFP) in Tampa, Florida, have been named among the National Association of Plan Advisors (NAPA) 2016 Top Retirement Plan Advisors Under 40, more than any other firm represented on the list. The people who receive this honor, established in 2014, are widely seen as future leaders of the retirement plan advisor industry.

IFP advisors named to this year’s class include:
• Jessica Ballin, 401(k) Plan Professionals, Edina, Minnesota
• Shawna Christiansen, Retirement Benefits Group, San Diego, California
• Brady Dall, 401k Advisors Intermountain, Sandy, Utah
• Chris Karam, Sheridan Road Financial, Chicago, Illinois
• David Montgomery, Fidelis Fiduciary Management, Tampa, Florida
• David Morehead, Retirement Benefits Group, San Diego, California
• Christopher Nickoloff, Sheridan Road Financial, Nashville, Tennessee

“We hear much concern over our aging industry and what will happen in the coming years as more and more advisors retire,” said Kimberly Shaw Elliott, president of IFP Plan Advisors, which includes more than 150 advisors supporting 1,400 retirement plans and $35 billion in plan assets under advisement as of 12/31/14. “It is up to those of us in leadership positions today to create and maintain an environment that will support young talent and encourage long-lasting, successful careers.”

As part of its continued effort to provide top-level support to its network of advisors, IFP Plan Advisors recently announced its new Retirement Resource Desk, an offering of specialists and tools to assist with the reporting and business development needs of its advisors.

“We are privileged to have such a strong presence on NAPA’s Top Retirement Plan Advisors Under 40 list this year,” Elliott said.
“We work every day to build services to entice each of our honorees to stay with IFP long after they are too old to be eligible for this award. We believe that this list is a reflection of the fact that our firm is a destination for up-and-coming advisors who are ready to go independent, a designation we plan to secure for years to come.” The NAPA Young Guns awards are nominated and voted on by industry peers and selected by a NAPA member committee based on business profile and future industry leadership potential.

About Independent Financial Partners
Independent Financial Partners (IFP) is an SEC Registered Investment Adviser (RIA) and comprehensive wealth management firm located in Tampa, Florida. Operating on the LPL Financial hybrid RIA platform, IFP is a multi-custodial hybrid RIA platform that is focused
on delivering personalized, concierge-level service to a network of more than 450 advisors nationwide. Founded in 2000 by CEO William Hamm Jr., CFA, CFP®, CLU, IFP is a privately held, family-owned firm with the primary goal of improving the lives of its advisors and their clients. The firm provides the tools and support needed for advisors to grow their practices, including some of the industry’s most innovative technology, responsive back office support and access to an unparalleled network of seasoned financial services professionals.

IFP has just under $6 billion in assets under management as of 12/31/14 and as such, continues to attract entrepreneurial-minded financial advisors and advisory groups seeking a unique, independent advice solution for their families and clientele. For more information, visit www.ifpartners.com.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, a registered investment adviser and separate entity from LPL Financial.

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Media Contact:
Jeff Cronin, 
DDCworks
484-342-3600 x244
[email protected]

Posted by: Sean Brennan | March 24th, 2016 at 3:27pm.