Stephen Mcdonnell is a registered investment advisor at Independent Financial Partners, based in Waukesha, WI, with 14 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
734 Clinton Street, Waukesha, WI, 53186
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen works for Retirement Plan Solutions, soliciting new clients and supporting existing ones. This takes about 10-20% of his time.
Employment History
Current Registrations
Independent Financial Partners
State Registrations1 state
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