Keith Gredys, financial advisor Urbandale IA

Keith Gredys

CRD Number: 4578790
Current Firm: Independent Financial Partners

Keith Gredys (CRD# 4578790) is an Investment Advisor Representative working at Independent Financial Partners in Urbandale, IA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Ifp Securities, LLC Tampa, FL May 2019 - Current 4
Fuerza Financial, Inc. Dba The Kidder Company Clive, IA Nov 2018 - Current 5
Kidder Advisers, Inc. Clive, IA Nov 2018 - Current 5
Independent Financial Partners, Inc. Tampa, FL Nov 2010 - Current 13
Lpl Financial LLC West Des Moines, IA Mar 2011 - May 2019 8
Fuerza Financial, LLC West Des Moines, IA Feb 2011 - Nov 2018 7
Kidder Advisers, LLC West Des Moines, IA Feb 2011 - Nov 2018 7
Kidder Benefits Consultants, Inc. West Des Moines, IA Mar 1996 - Nov 2018 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Keith J. Gredys
Phone Number: 813-341-0960
Registered State(s):
  • AZ
  • FL
  • IL
  • IA
  • KS
  • KY
  • MN
  • MO
  • NE
  • NC
  • OH
  • PA
  • TX
  • VA
  • WI
  • 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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