Gary Sawyer, financial advisor Omaha NE

Gary Sawyer

CRD Number: 411718
Current Firm: Independent Financial Partners

Gary Sawyer (CRD# 411718) is an Investment Advisor Representative working at Independent Financial Partners in Omaha, NE and has over 39 years of experience in the finance industry. Gary Sawyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ifp Securities, LLC Omaha, NE May 2019 - Current 3
Independent Financial Partners Omaha, NE Nov 2014 - Current 7
Wiw Madison, WI Aug 1999 - Current 22
Creative Marketing Int'l Corp. Overland Park, KS Aug 1999 - Current 22
Growth Plus L.l.c Madison, WI Aug 1999 - Current 22
Lpl Financial, LLC Omaha, NE Sep 2014 - May 2019 4
Global Retirement Partners San Rafael, CA Sep 2014 - Nov 2014 < 1
Financial Telesis Inc. San Rafael, CA May 2009 - Nov 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1982
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gary R. Sawyer
Phone Number: 813-341-0960
Registered State(s):
  • GA
  • NE
  • WI
By the Numbers
  • Total Assets Under Management
    10,519
    MILLIONS
  • Total Number of Accounts
    46,506
    ACCOUNTS
  • Average Account Value
    $226,182
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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