Dennis Sherman, financial advisor Great Bend KS

Dennis Sherman

CRD Number: 3120261
Current Firm: Independent Financial Partners

Dennis Sherman (CRD# 3120261) is an Investment Advisor Representative working at Independent Financial Partners in Great Bend, KS and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Ifp Securities, LLC Great Bend, KS May 2019 - Current 4
Independent Financial Partners Great Bend, KS Nov 2012 - Current 11
University Of Kansas Health Systems Great Bend, KS May 1976 - Current 47
Lpl Financial LLC Great Bend, KS Nov 2012 - May 2019 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1998
Contact Info for Dennis W. Sherman
Phone Number: 813-341-0960
Registered State(s):
  • AZ
  • CA
  • CO
  • FL
  • KS
  • MO
  • NE
  • NM
  • OH
  • OK
  • PA
  • TX
  • WY
By the Numbers
  • Total Assets Under Management
    9,761
    MILLIONS
  • Total Number of Accounts
    37,391
    ACCOUNTS
  • Average Account Value
    $261,062
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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