Brent Schleicher
Brent Schleicher is a registered investment advisor at Independent Financial Partners, based in Syracuse, NY, with 28 years of industry experience. Brent 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
443 N Franklin St, Suite 215, Syracuse, NY, 13204
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Regulatory History (1)
Customer Dispute
December 2002Other Business ActivitiesSells Insurance
Brent sells fixed insurance, dedicating minimal time to this activity. He is also a co-owner of Centerbridge Planning Group LLC and owner of BTS Capital Management, Inc., both established to facilitate investment business, taking up all of his time. Brent is also President of Green Lakes Golf League, spending no time during business hours on this activity.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.