Independent Portfolio Consultants, Inc.

Independent Portfolio Consultants, Inc. (CRD# 120420) is a financial advisory firm headquartered in Boca Raton, FL. They manage $2,061,080,313 in 1,231 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,061
    MILLION
  • Total Number of Accounts
    1,231
    ACCOUNTS
  • Average Account Value
    $1,674,314
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Independent Portfolio Consultants, Inc.
Showing 1 - 10 of 28 top financial advisors.
1
Kevin A. Bush
CRD#: 3252518
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
96
Wealthminder
score

Kevin Bush (CRD# 3252518) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 16 years of experience in the finance industry.

2
Daniel B. Heeren
CRD#: 3155797
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
96
Wealthminder
score

Daniel Heeren (CRD# 3155797) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 18 years of experience in the finance industry.

3
David C. Keel
CRD#: 1682509
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
96
Wealthminder
score

David Keel (CRD# 1682509) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 22 years of experience in the finance industry.

4
Sean E. Morgan
CRD#: 4671968
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
96
Wealthminder
score

Sean Morgan (CRD# 4671968) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 12 years of experience in the finance industry.

5
Georgette L. Eckenwiler
CRD#: 719347
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
93
Wealthminder
score

Georgette Eckenwiler (CRD# 719347) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 34 years of experience in the finance industry.

6
Jennifer W. Heeren
CRD#: 4481450
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
93
Wealthminder
score

Jennifer Heeren (CRD# 4481450) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 14 years of experience in the finance industry.

7
Karen S. Hoff
CRD#: 2535872
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
93
Wealthminder
score

Karen Hoff (CRD# 2535872) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 20 years of experience in the finance industry.

8
Frederick S. Joyce,jr.
CRD#: 1192356
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
93
Wealthminder
score

Frederick Joyce,jr. (CRD# 1192356) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 33 years of experience in the finance industry.

9
Edward T. Kemm
CRD#: 2510325
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
93
Wealthminder
score

Edward Kemm (CRD# 2510325) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 22 years of experience in the finance industry.

10
David R. Koburger
CRD#: 870692
5002 T-rex Avenue, Suite 225, Boca Raton, FL 33431
93
Wealthminder
score

David Koburger (CRD# 870692) is an Investment Advisor Representative working at Independent Portfolio Consultants, Inc. in Boca Raton, FL and has over 31 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.