German Ramirez
German Ramirez is a registered investment advisor at Independent Financial Partners, based in Tampa, FL, with 19 years of industry experience. German 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
3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
German is an independent insurance agent since 2006 and a partner at Ram Wealth Advisors DBA CERTA Financial Planning since 2017, selling life insurance and fixed annuities, dedicating a few hours per week to this. He also works as a lecturer for a finance certificate program at Florida International University, dedicating about 10-20% of his time to this limited engagement.
Employment History
Current Registrations
Independent Financial Partners
Previous Registrations
Blueprint Wealth Alliance, LLC
Kingsview Asset Management, LLC
Charles Schwab & CO., INC.
Investacorp Advisory Services INC
National Planning Corporation ("npc of America" in Fl & Ny)
AXA Advisors, LLC
State Registrations1 state
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