TAMPA, Fla., August 19, 2016 — Independent Financial Partners (IFP), a Tampa, Florida-based hybrid registered investment adviser that provides support services to more than 480 advisors across the country, has expanded its central staff to maintain its continued growth and evolution.
In June, IFP reclaimed its designation as an Office of Supervisory Jurisdiction (OSJ) and, as such, is responsible for compliance oversight of its advisors’ brokerage business transacted through LPL Financial as broker-dealer. To support Chris Cokinis, Brokerage Chief Compliance Officer, IFP has hired Amber Eroh and Nate Larson as Senior Compliance Analysts. As part of the compliance team, they will assist Cokinis with daily supervision and compliance functions, helping to ensure IFP and its advisors comply with SEC, FINRA, and state rules and regulations.
As IFP’s advisor services expand and more and more advisors join IFP from wirehouses, regional broker-dealers and other RIAs, additional staff members are needed to maintain the firm’s concierge-level service across all departments. Michael Cadenhead has been hired as IFP’s Advisor Compensation Manager to ensure the accuracy and timeliness of advisor payments. Chana Martinez has just joined the firm as a Plan Services Specialist and will work exclusively with IFP’s retirement plan advisors. Jakub Novak is now filling the role of Transitions Liaison, which will help enhance IFP’s on-boarding and transition support to advisors moving their business to the IFP platform. Lastly, Max Griendling has joined the marketing department in the role of Marketing Content Strategist to develop strategically relevant content for IFP and its internal divisions, IFP’s advisor network, and the IFP Design Group.
In addition to the six new team members in Tampa, IFP has made its first hire for the firm’s brand new Arizona home office. Kristy Kostner will be filling the role of IFP’s Officer Manager in Phoenix, where the firm plans to build a central team devoted to its advisors on the West Coast. IFP is also recruiting new advisors in the Phoenix office to work in its newly built out 6,000-square-foot office at 2425 East Camelback Road in Esplanade 1.
“We have built up our central team with people who understand that our first priority is to ensure our advisors are able to serve their clients to the best of their abilities,” said CEO William Hamm. “I am thrilled to welcome them to IFP and look forward to each of them building strong relationships with our advisors.”
About Independent Financial Partners
Family-owned and privately-held since it was founded in 2000 by CEO William Hamm Jr. on the principles of independence, flexibility and collaboration, Independent Financial Partners (IFP) is a comprehensive financial advisor support firm with home/corporate offices in Tampa, Florida, and Phoenix, Arizona. It is dedicated to delivering personalized service to a growing network of more than 450 independent advisors nationwide, allowing them to better focus on the needs of their clients.
An SEC Registered Investment Adviser (RIA) and an Office of Supervisory Jurisdiction (OSJ), IFP works directly with its advisors to provide them technological, compliance, marketing, business development, and operational support, as well as access to leading experts in the fields of retirement, wealth management, insurance and institutional services. Its divisions include IFP Institutional Services, IFP Insurance Group, IFP Plan Advisors and IFP Wealth Management.
As of Dec. 31, 2015, IFP’s advisors have more than $28 billion in assets under advisement. The firm has annually earned the trusted CEFEX certification for support services for adhering to the industry’s best practices since 2014. For more information, visit www.ifpartners.com. Follow the firm on Twitter at @IF_Partners.
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.
Posted by: Sean Brennan | August 19th, 2016 at 3:25pm.