AdFi
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Jeffrey Michael Blomgren

Investment Adviser Representative at INDEPENDENT FINANCIAL PARTNERS

Lone Tree, COCRD #3274458Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Colorado
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/28/2000
Series 7
General Securities Representative Examination
Passed 12/20/2022
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/13/1999

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.

IFP SECURITIES, LLCCurrent
5/20/2026Lone Tree, CO
INDEPENDENT FINANCIAL PARTNERSCurrent
2/2/2021Lone Tree, CO
FIDELITY PERSONAL AND WORKPLACE ADVISORS
7/13/20182/2/2021Boston, MA
STRATEGIC ADVISERS LLC
8/14/20137/13/2018Merrimack, NH
CHARLES SCHWAB & CO., INC.
5/29/20085/20/2013Englewood, CO
STRATEGIC ADVISERS, INC.
7/19/20015/19/2008Denver, CO

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. Jeffrey Michael Blomgren 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.

Jeffrey Michael Blomgren - Financial Advisor in Lone Tree, CO | AdvisorFinder