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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Independent Financial Partners 8 years, 6 months Aug 2011 - Present
LPL Financial LLC 4 months Apr 2011 - Aug 2011
Ohio National Equities Inc. 4 months Feb 2010 - Jun 2010
The O.N. Equity Sales Company 3 years, 10 months Apr 2006 - Feb 2010
Ohio National Financial Services 3 years, 11 months Mar 2006 - Feb 2010
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Stephen Joseph Mcdonnell?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 20, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Independent Financial Partners

Last updated on Oct. 3, 2019
    • $5.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 30K
      Accounts
    • $177.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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