AdFi
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Edward Joseph Bosch Jr

Investment Adviser Representative at INDEPENDENT FINANCIAL PARTNERS

Crescent Springs, KYCRD #2292022Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
18 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 18 states
ArizonaCaliforniaFloridaGeorgiaIllinoisIndianaKentuckyLouisianaMarylandMichiganNew MexicoNew YorkNorth CarolinaOhioPennsylvaniaSouth CarolinaTexasVirginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/29/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 1/22/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/11/1992

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Less than $30,000,0001.65%
Greater than or equal to $30,000,000 but less than $60,000,0001.25%
Greater than or equal to $60,000,000 but less than $90,000,0001.10%
Greater than $90,000,0001.00%
Source

Independent Financial Partners Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INDEPENDENT FINANCIAL PARTNERSCurrent
1/5/2011Crescent Springs, KY
LPL FINANCIAL LLC
2/24/20163/3/2016Florence, KY
SIGNATOR INVESTORS, INC.
4/8/200912/10/2010Florence, KY
U.S. BANCORP INVESTMENTS, INC.
1/9/200611/7/2008Florence, KY
L.M. KOHN & COMPANY
1/30/200310/11/2004Crestview Hills, KY

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edward Joseph Bosch Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Edward Joseph Bosch Jr - Financial Advisor in Crescent Springs, KY | AdvisorFinder