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Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors
    • -Educational seminars/workshops


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types



No timeline events available.
Employer Years Dates
Independent Financial Partners 4 months, 1 week Oct 2015 - Present
LPL Financial LLC 1 year, 4 months Oct 2014 - Present
Veritex Community Bank 1 year, 4 months Oct 2014 - Present
Transamerica Financial Advisors, Inc. 3 years, 4 months Jun 2011 - Oct 2014
Sws Financial Services 1 year, 3 months May 2010 - Aug 2011
Bbva Compass Investment Solutions, Inc. 11 months Jun 2009 - May 2010
Guaranty Brokerage Services, Inc. 1 year, 1 month Apr 2008 - May 2009
Metlife Securities Inc. 3 months Dec 2007 - Mar 2008
Chase Investment Services Corp. 6 months May 2007 - Nov 2007
Merrill Lynch, Pierce, Fenner & Smith 8 months Aug 2006 - Apr 2007
Pharo & Partners 1 year, 6 months Jan 2005 - Jul 2006
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Michael Vatter?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Jan 1, 2016
  • license status
  • disclosures
  • as of date
    Jan 16, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


Independent Financial Partners

Last updated on Feb. 3, 2016
    • $5.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 23K
    • $262.0K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Percent Of Assets Under Advisement; Referral Fees
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