EB
Edward J. Bosch
INDEPENDENT FINANCIAL PARTNERS
Crescent Springs, KY 41017
Some features on this profile are disabled
CRD#: 2292022
EB
Professional summary
Edward Joseph Bosch JR, AIF® is a registered financial advisor currently at INDEPENDENT FINANCIAL PARTNERS located in Crescent Springs, Kentucky and IFP SECURITIES, LLC located in Crescent Springs, Kentucky.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Edward has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 7/2/2024 -Bosch Private Wealth - DBA Only - investment related - 7620 Dixie Highway - DBA - Owner - Start date - May 17, 2024 - 160 hours/month during trading (2) 12/10/2010 - BOSCH INSURANCE SERVICES - NON-VARIABLE INSURANCE - INSURANCE AGENCY USED ONLY FOR LIFE, FIXED ANNUITIES & LTC. - FLORENCE, KY (3) 12/17/2010 - INDEPENDENT FINANCIAL PARTNERS - REGISTERED INVESTMENT ADVISOR - ADVISOR WILL SERVE AS AN INVESTMENT ADVISOR REPRESENTATIVE UNDER THE INDEPENDENT FINANCIAL PARTNERS RIA. ACTIVITIES MAY INCLUDE FINANCIAL PLANNING, RENDERING INVESTMENT ADVICE FOR A FEE, OR OTHER RELATED FINANCIAL CONSULTING - 25% OF TIME SPENT - FLORENCE, KY (4) 9/5/2017 - Calf / Cow Cattle Operation - Investment Related - Farm in Dry Ridge, Ky. - Other-Business Owner - Started 08/23/2017 - 1 Hour Per Month During Securities Trading. (5) 03/18/2019 - 7620 Dixie Highway, LLC - Non-Investment related - At reported business location(s) - Real Estate Rental - start date:02/28/2019 - 1 hr/mo - 0 hrs during trading. (6) 3/3/2020 - 5514 Taylor Mill Rd, LLC - landlord; Owner, Not Investment Related - 1 hr/mo - 0 hrs during trading. (7) 4238 - 4240 Lafayette Court., LLC - Not Investment Related-4238-4240 Lafayette Court Erlanger, KY 41018 - Real estate - Owner - July 26, 2021 - 2hrs/month - 0 hrs during trading. (8) 1189 Taylor Avenue, LLC - Not Investment Related - 1189 Taylor Avenue Bellevue, KY 41073 - Real estate - Owner - July 26, 2021 - 2hrs/month - 0 hrs during trading. (9) 4246-4248 Lafayette Court, LLC - Not Investment Related - 4246-4248 Lafayette Court Erlanger, KY 41018 - Real estate - Owner - July 26, 2021 - 2hrs/month - 0 hrs during trading (10) Ed Bosch, Jr; DBA - Financial Cop; Investment Related; 7620 Dixie Highway, Florence, KY41042; Consultant; Working with Nick Daugherty and will be using DBA - Financial Cop on joint clients; Start 12/10/2020; 10 hr/mo, 10 hr/mo during trading. (11) Bluth Real Estate, LLC - Investment Related - 7620 Dixie Highway, Florence, KY 41042 - Entity Ownership - Entity used for real estate purchases, rental management and sales of real estate - start 4/11/2022 - 2 hrs/mo, 1 hr/mo during trading hours. (12) Capital Hill Investment Group / One Holland - not investment related - 5120 Taylor Mill Road, Taylor Mill, Ky. 41015 - Real Estate - Limited Partner - start date Oct. 31, 2023 - I am only a silent partner/investor into this real estate syndicate/LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Joseph Bosch JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 5, 2011 - Present
INDEPENDENT FINANCIAL PARTNERS
Office #1: 541 Buttermilk Pike, Suite 305, Crescent Springs, KY 41017RIA
CRD#: 125112
Crescent Springs, KY
Current
May 23, 2019 - Present
IFP SECURITIES, LLC
Office #1: 541 Buttermilk Pike Suite 305, Crescent Springs, KY 41017BD
CRD#: 297287
Crescent Springs, KY
Past
February 24, 2016 - March 3, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
FLORENCE, KY
Past
December 13, 2010 - May 23, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
FLORENCE, KY
Past
April 8, 2009 - December 10, 2010
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
FLORENCE, KY
Past
December 12, 2008 - December 10, 2010
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
FLORENCE, KY
Past
January 9, 2006 - November 7, 2008
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
FLORENCE, KY
Past
September 29, 2004 - November 7, 2008
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
FLORENCE, KY
Past
January 30, 2003 - October 11, 2004
L.M. KOHN & COMPANY
RIA
CRD#: 27913
CRESTVIEW HILLS, KY
Past
January 24, 2003 - October 11, 2004
L.M. KOHN & COMPANY
BD
CRD#: 27913
CINCINNATI, OH
Past
September 19, 2000 - January 7, 2003
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Past
November 8, 1996 - September 13, 2000
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
October 31, 1996 - September 13, 2000
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Past
November 23, 1994 - November 21, 1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
November 23, 1994 - November 21, 1996
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
December 16, 1992 - November 4, 1994
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
December 16, 1992 - November 4, 1994
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IF
INDEPENDENT FINANCIAL PARTNERS
3 PEAKS FINANCIAL | FIRST FINANCIAL OF CITRUS COUNTY | FIRST FEDERAL | FIORI FINANCIAL GROUP | FINSPIRE, LLC | FINANCIAL STRATEGIES GROUP | FINANCIAL RESOURCE CENTER | FINANCIAL PRESCRIPTIONS | FINANCIAL PLANNING & CONSULTING, LLC | FINANCIAL PARTNERS | FINANCIAL MANAGEMENT STRATEGIES | FIDELIS FIDUCIARY MANAGEMENT | FHD FINANCIAL | FARHAT FINANCIAL SERVICES | FAMILY WEALTH PLANNING PARTNERS | FAMILY RESIDENCE AND ESSENTILA ENTERPRISES | FAGO WEALTH MANAGEMENT | F4 WEALTH ADVISORS | EXEUNT, LLC | EXECUTAX FINANCIAL | EVS FINANCIAL | ERINE S TOLENTINO | EQUITY, INC. | EQUITY WEALTH MANAGEMENT | ENGLUND & LINDSTEADT FINANCIAL ADVISORS | ELLIS-SUMMER GROUP | EDD HOLDER & ASSOCIATES | EBERST WEALTH MANAGEMENT | E2E FINANCIAL | DTY WEALTH PLANNING SOLUTIONS | DT MOREHEAD, INC. | DIVORCE DIRECTION | DIVIDENT WEALTH MANAGEMENT | DIVDEND WEALTH MANAGEMENT | DIRECTIONAL INVESTMENTS | DILL FINANCIAL SERVICES | DICKMAN FINANCIAL SERVICES | DEW FINANCIAL MANAGEMENT GROUP | DEPTOLA | DELOIA WEALTH MANAGEMENT INC. | DELGADO WEALTH MANAGEMENT | DELANEY FINANCIAL GROUP | DELANCEY WEALTH MANAGEMENT, LLC | DEHAAN WEALTH MANAGEMENT | DCS RETIREMENT CONSULTANTS | DCS PENSIONMARK | DAWES WEALTH MANAGEMENT | DAVIS FINANCIAL | DAVIS ADVANTAGE WEALTH MANAGEMENT | DARPEL, DICKMAN & HARRIGAN WEALTH MANAGEMENT | DARPEL WEALTH MANAGEMENT | DAN T. PEACOCK & ASSOCIATES | D. MARTINI AND ASSOCIATES, INC. | CYPRESS CAPITAL | CYCAP, LLC | CUMMINGS CAPITAL MANAGEMENT | CT FINANCIAL INC | CS HUDGENS CAPITAL MANAGEMENT | COVENANT WEALTH MANAGEMENT | COTTON WEALTH MANAGEMENT ASSOCIATES, LLC | CORNERSTONE RETIREMENT ADVISORS, LLC | CORNERSTONE LEGACY WEALTH MANAGEMENT | CONNORS WEALTH MANAGEMENT | COLTON SMITH, LLC | COLLABORATIVE FINANCIAL SOLUTIONS, LLC | COGENT WEALTH MANAGEMENT, LLC | CLEARPOINT FINANCIAL | CLEAR FINANCIAL STRATEGIES | CLEAR ADVICE FINANCIAL | CHEPENIK FINANCIAL | CHANDLER O'REAR & ASSOCIATES | CHAMPION WEALTH MANAGEMENT | CERTA FINANCIAL PLANNING | CENTERPOINTE WEALTH MANAGEMENT | CDS WEALTH MANAGEMENT, INC. | CDS WEALTH MANAGEMENT | CBB FINANCIAL, INC. | CASTRINOS FINANCIAL | CASTNER JOSEPHS RETIREMENT GROUP INC | CASTERLIN & YOST FINANCIAL SERVICE GROUP | CAPITAL RETIREMENT GROUP | CAPITAL CONCLUSIONS CORPORATION | CAPITAL CONCLUSION CORPORATION | CANOPY ASSET MANAGEMENT | CANARY WEALTH STRATEGIES | CAMERON FINANCIAL MANAGEMENT | CALLESEN WEALTH MANAGEMENT | CALLAHAN WEALTH MANAGEMENT | CADEN CAPITAL | BUILDING FINANCIAL STRENGTH | BUELOW FINANCIAL GROUP | BRYSON WEALTH MANAGEMENT | BRYSON FINANCIAL | BROWNING AGENCY OF PONTE VEDRA, INC. | BROWN SERVICES GROUP | BROWN INVESTMENTS | BRIGHTON WEALTH MANAGEMENT | BRANDENBURG FINANCIAL | BOSCH FINANCIAL | BLUEROCK INVESTMENT SERVICES | BLUEPRINT WEALTH MANAGEMENT | BLUEPRINT RETIREMENT | BLUEPRINT FINANCIAL CORPORATION | BJORK ASSET MANAGEMENT | BJORK ASSET MANAGEMENT, INC. | BIG ROCK WEALTH MANAGEMENT | BENEFITS MATRIX, LLC | BENEDICT WEALTH ADVISORY GROUP, LLC | BELL WEALTH MANAGEMENT | BCG TERMINAL FUDNING CO. | BCG PENSIONMARK | BAY AREA WEALTH MANAGEMENT | BARNES CAPITAL GROUP | BARNES & COMPANY INVESTMENT COUNSEL | BANDCO TEVIS INVESTMENT STRATEGIES | BALANCED ASSET STRATEGIES, LTD. | BALANCED ASSET STRATEGIES | B GREEN WEALTH MANAGEMENT | AXIOS ADVISORY GROUP LTD | AWA INVESTMENT ADVISORS | AVILA INVESTMENTS & INSURANCE GROUP | AVENUE WEALTH MANAGEMENT | AUDET WEALTH ADVISORS | AUDET INVESTMENT MANAGEMENT, INC. | ATLANTIC CAPITAL ADVISORS | ATHANASSIE CAPITAL PARTNERS | ASSURE FINANCIAL SERVIXES, LLC | ASSURE FINANCIAL SERVICES, LLC | ASSET ADVISORS | ASHWOOD WEALTH MANAGEMENT | ARENA & BROWN RETIREMENT CONSULTANTS | ANTONETTI CAPITAL MANAGEMENT | ANCHOR WEALTH MANAGEMENT | AMERITRUST CAPITAL MANAGEMENT | AMELIA WEALTH MANAGEMENT | ALL BENEFITS CONSULTING CORP. | ALFORD-JUNGERS FINANCIAL | AFG, LLC | ADVOCATE CONSULTING GROUP | ADVANTAGE BENEFIT SERVICE | ADVANCED STRATEGIES GROUP, LLC | ACUMEN WEALTH ADVISORS | ACUMEN CAPITAL GROUP | ACCORDANCE PRIVATE WEALTH MANAGEMENT | 7620 DIXIE HIGHWAY, LLC | 401K PLAN PROFESSIONALS | 401K MATRIX | 401K ADVISORS, LLC | 401K ADVISORS INTERMOUNTAIN | 360 WEALTH MANAGEMENT...
CRD#: 125112 / SEC#: 801-69511
RIA
Registered Investment Advisory firm - (9/19/2008 Approved)Florida
Registered Investment Advisory firm - (9/26/2008 Terminated)Georgia
Registered Investment Advisory firm - (9/26/2008 Terminated)New York
Registered Investment Advisory firm - (1/10/2005 Cancelled)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/23/2019)
RR
California(5/23/2019)
IAR
Florida(10/23/2015)
RR
Florida(5/23/2019)
RR
Georgia(5/23/2019)
RR
Illinois(5/23/2019)
IAR
Indiana(8/31/2015)
RR
Indiana(6/3/2019)
IAR
Kentucky(1/5/2011)
RR
Kentucky(5/23/2019)
IAR
Louisiana(3/3/2016)
RR
Louisiana(5/23/2019)
RR
Maryland(5/23/2019)
RR
Michigan(5/23/2019)
IAR
New Jersey(7/25/2023)
RR
New Mexico(5/23/2019)
RR
New York(5/23/2019)
RR
North Carolina(7/30/2021)
IAR
North Carolina(7/30/2021)
IAR
Ohio(8/31/2015)
RR
Ohio(5/23/2019)
RR
Pennsylvania(5/23/2019)
IAR
Pennsylvania(1/3/2025)
RR
South Carolina(5/23/2019)
IAR
South Carolina(1/8/2025)
RR
Texas(5/23/2019)
RR
Virginia(5/23/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IF
INDEPENDENT FINANCIAL PARTNERS
3 PEAKS FINANCIAL | FIRST FINANCIAL OF CITRUS COUNTY | FIRST FEDERAL | FIORI FINANCIAL GROUP | FINSPIRE, LLC | FINANCIAL STRATEGIES GROUP | FINANCIAL RESOURCE CENTER | FINANCIAL PRESCRIPTIONS | FINANCIAL PLANNING & CONSULTING, LLC | FINANCIAL PARTNERS | FINANCIAL MANAGEMENT STRATEGIES | FIDELIS FIDUCIARY MANAGEMENT | FHD FINANCIAL | FARHAT FINANCIAL SERVICES | FAMILY WEALTH PLANNING PARTNERS | FAMILY RESIDENCE AND ESSENTILA ENTERPRISES | FAGO WEALTH MANAGEMENT | F4 WEALTH ADVISORS | EXEUNT, LLC | EXECUTAX FINANCIAL | EVS FINANCIAL | ERINE S TOLENTINO | EQUITY, INC. | EQUITY WEALTH MANAGEMENT | ENGLUND & LINDSTEADT FINANCIAL ADVISORS | ELLIS-SUMMER GROUP | EDD HOLDER & ASSOCIATES | EBERST WEALTH MANAGEMENT | E2E FINANCIAL | DTY WEALTH PLANNING SOLUTIONS | DT MOREHEAD, INC. | DIVORCE DIRECTION | DIVIDENT WEALTH MANAGEMENT | DIVDEND WEALTH MANAGEMENT | DIRECTIONAL INVESTMENTS | DILL FINANCIAL SERVICES | DICKMAN FINANCIAL SERVICES | DEW FINANCIAL MANAGEMENT GROUP | DEPTOLA | DELOIA WEALTH MANAGEMENT INC. | DELGADO WEALTH MANAGEMENT | DELANEY FINANCIAL GROUP | DELANCEY WEALTH MANAGEMENT, LLC | DEHAAN WEALTH MANAGEMENT | DCS RETIREMENT CONSULTANTS | DCS PENSIONMARK | DAWES WEALTH MANAGEMENT | DAVIS FINANCIAL | DAVIS ADVANTAGE WEALTH MANAGEMENT | DARPEL, DICKMAN & HARRIGAN WEALTH MANAGEMENT | DARPEL WEALTH MANAGEMENT | DAN T. PEACOCK & ASSOCIATES | D. MARTINI AND ASSOCIATES, INC. | CYPRESS CAPITAL | CYCAP, LLC | CUMMINGS CAPITAL MANAGEMENT | CT FINANCIAL INC | CS HUDGENS CAPITAL MANAGEMENT | COVENANT WEALTH MANAGEMENT | COTTON WEALTH MANAGEMENT ASSOCIATES, LLC | CORNERSTONE RETIREMENT ADVISORS, LLC | CORNERSTONE LEGACY WEALTH MANAGEMENT | CONNORS WEALTH MANAGEMENT | COLTON SMITH, LLC | COLLABORATIVE FINANCIAL SOLUTIONS, LLC | COGENT WEALTH MANAGEMENT, LLC | CLEARPOINT FINANCIAL | CLEAR FINANCIAL STRATEGIES | CLEAR ADVICE FINANCIAL | CHEPENIK FINANCIAL | CHANDLER O'REAR & ASSOCIATES | CHAMPION WEALTH MANAGEMENT | CERTA FINANCIAL PLANNING | CENTERPOINTE WEALTH MANAGEMENT | CDS WEALTH MANAGEMENT, INC. | CDS WEALTH MANAGEMENT | CBB FINANCIAL, INC. | CASTRINOS FINANCIAL | CASTNER JOSEPHS RETIREMENT GROUP INC | CASTERLIN & YOST FINANCIAL SERVICE GROUP | CAPITAL RETIREMENT GROUP | CAPITAL CONCLUSIONS CORPORATION | CAPITAL CONCLUSION CORPORATION | CANOPY ASSET MANAGEMENT | CANARY WEALTH STRATEGIES | CAMERON FINANCIAL MANAGEMENT | CALLESEN WEALTH MANAGEMENT | CALLAHAN WEALTH MANAGEMENT | CADEN CAPITAL | BUILDING FINANCIAL STRENGTH | BUELOW FINANCIAL GROUP | BRYSON WEALTH MANAGEMENT | BRYSON FINANCIAL | BROWNING AGENCY OF PONTE VEDRA, INC. | BROWN SERVICES GROUP | BROWN INVESTMENTS | BRIGHTON WEALTH MANAGEMENT | BRANDENBURG FINANCIAL | BOSCH FINANCIAL | BLUEROCK INVESTMENT SERVICES | BLUEPRINT WEALTH MANAGEMENT | BLUEPRINT RETIREMENT | BLUEPRINT FINANCIAL CORPORATION | BJORK ASSET MANAGEMENT | BJORK ASSET MANAGEMENT, INC. | BIG ROCK WEALTH MANAGEMENT | BENEFITS MATRIX, LLC | BENEDICT WEALTH ADVISORY GROUP, LLC | BELL WEALTH MANAGEMENT | BCG TERMINAL FUDNING CO. | BCG PENSIONMARK | BAY AREA WEALTH MANAGEMENT | BARNES CAPITAL GROUP | BARNES & COMPANY INVESTMENT COUNSEL | BANDCO TEVIS INVESTMENT STRATEGIES | BALANCED ASSET STRATEGIES, LTD. | BALANCED ASSET STRATEGIES | B GREEN WEALTH MANAGEMENT | AXIOS ADVISORY GROUP LTD | AWA INVESTMENT ADVISORS | AVILA INVESTMENTS & INSURANCE GROUP | AVENUE WEALTH MANAGEMENT | AUDET WEALTH ADVISORS | AUDET INVESTMENT MANAGEMENT, INC. | ATLANTIC CAPITAL ADVISORS | ATHANASSIE CAPITAL PARTNERS | ASSURE FINANCIAL SERVIXES, LLC | ASSURE FINANCIAL SERVICES, LLC | ASSET ADVISORS | ASHWOOD WEALTH MANAGEMENT | ARENA & BROWN RETIREMENT CONSULTANTS | ANTONETTI CAPITAL MANAGEMENT | ANCHOR WEALTH MANAGEMENT | AMERITRUST CAPITAL MANAGEMENT | AMELIA WEALTH MANAGEMENT | ALL BENEFITS CONSULTING CORP. | ALFORD-JUNGERS FINANCIAL | AFG, LLC | ADVOCATE CONSULTING GROUP | ADVANTAGE BENEFIT SERVICE | ADVANCED STRATEGIES GROUP, LLC | ACUMEN WEALTH ADVISORS | ACUMEN CAPITAL GROUP | ACCORDANCE PRIVATE WEALTH MANAGEMENT | 7620 DIXIE HIGHWAY, LLC | 401K PLAN PROFESSIONALS | 401K MATRIX | 401K ADVISORS, LLC | 401K ADVISORS INTERMOUNTAIN | 360 WEALTH MANAGEMENT...
CRD#: 125112 / SEC#: 801-69511
RIA
Registered Investment Advisory firm - (9/19/2008 Approved)Florida
Registered Investment Advisory firm - (9/26/2008 Terminated)Georgia
Registered Investment Advisory firm - (9/26/2008 Terminated)New York
Registered Investment Advisory firm - (1/10/2005 Cancelled)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607
Mailing Address
Phone number
(813) 341-0960
Established
Firm type
Fiscal year end
# of Employees
267
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 45,782 |
| AUM (Assets Under Management) | $ 12,538,891,425 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/30/2023 | ||
| 08/28/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
