Tiffany Dick, financial advisor Wichita KS
92 score

Tiffany Dick

CRD Number: 6111324
Current Firm: Independent Financial Partners

Tiffany Dick (CRD# 6111324) is an Investment Advisor Representative working at Independent Financial Partners in Wichita, KS and has over 3 years of experience in the finance industry. Tiffany Dick 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
Independent Financial Partners Wichita, KS Nov 2015 - Current 1
Lpl Financial LLC Wichita, KS Apr 2013 - Current 3
Centerpointe Wealth Management Wichita, KS Aug 2012 - Apr 2013 < 1
Homemaker Wichita, KS May 2006 - Aug 2012 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Tiffany J. Dick
Phone Number: 813-341-0960
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
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

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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