Steven Reichert
Steven Reichert is a registered investment advisor at Independent Financial Partners, based in Tampa, FL, with 4 years of industry experience. Steven 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
Steven works full-time as a financial consultant for Florida Financial Advisors, an RIA, and full-time as a registered representative for Trinity Wealth Securities. He also dedicates a few hours per week to fixed insurance sales through Florida Financial Insurance.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Ifp Securities, LLC
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
Florida Financial Advisors, LLC
State Registrations1 state
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