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JF

Jennifer Flickinger

TRU INDEPENDENCE ASSET MANAGEMENT
CORSICANA, TX
Some features on this profile are disabled
CRD#: 4134402
JF

Professional summary

Jennifer Flickinger, who also goes by Jennifer Burback, Jennifer Kuipers, is a registered financial advisor currently at TRU INDEPENDENCE ASSET MANAGEMENT, LLC located in Corsicana, Texas.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jennifer has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jennifer Burback | Jennifer Kuipers

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Flickinger's CRS (Customer Relationship Summary).
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®
None

Experience

Current

March 6, 2020 - Present

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

RIA
CRD#: 168256
CORSICANA, TX
Past

November 30, 2010 - February 21, 2020

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

RIA
CRD#: 1254
PORTLAND, OR
Past

November 30, 2010 - February 21, 2020

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

BD
CRD#: 1254
PORTLAND, OR
Past

January 14, 2005 - April 24, 2009

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
PORTLAND, OR
Past

March 5, 2003 - April 24, 2009

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
PORTLAND, OR

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".
TI
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
ALLIUM FINANCIAL ADVISORS | YUVA WEALTH PLANNING | YELLOWWOOD WEALTH SOLUTIONS, LLC | WASHINGTON PARK ADVISORS | VALDA | TRU INDEPENDENCE, LLC | TRU INDEPENDENCE ASSET MANAGEMENT, LLC | TACTICAL ADVISOR 13, LLC | SAMARA CAPITAL | PURE PORTFOLIOS | PACES FERRY WEALTH ADVISORS | MOTIVE WEALTH ADVISORS | MARTINWRIGHT ADVISORY, LLC | JUPITER WEALTH MANAGEMENT | JEPPSON WEALTH MANAGEMENT | JADWIN ASSET MANAGEMENT | HABER INVESTMENT COUNSEL | CHIRON CAPITAL MANAGEMENT

CRD#: 168256 / SEC#: 801-78748

RIA
Registered Investment Advisory firm - (11/5/2013 Approved)

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.

Highlighted states indicate IAR registrations

IAR
Texas
(3/3/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/10/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/4/2003
General Securities Representative Examination

Current Firm

TI
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
ALLIUM FINANCIAL ADVISORS | YUVA WEALTH PLANNING | YELLOWWOOD WEALTH SOLUTIONS, LLC | WASHINGTON PARK ADVISORS | VALDA | TRU INDEPENDENCE, LLC | TRU INDEPENDENCE ASSET MANAGEMENT, LLC | TACTICAL ADVISOR 13, LLC | SAMARA CAPITAL | PURE PORTFOLIOS | PACES FERRY WEALTH ADVISORS | MOTIVE WEALTH ADVISORS | MARTINWRIGHT ADVISORY, LLC | JUPITER WEALTH MANAGEMENT | JEPPSON WEALTH MANAGEMENT | JADWIN ASSET MANAGEMENT | HABER INVESTMENT COUNSEL | CHIRON CAPITAL MANAGEMENT

CRD#: 168256 / SEC#: 801-78748

RIA
Registered Investment Advisory firm - (11/5/2013 Approved)
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Contact information

Main Address
15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224
Mailing Address
Phone number
(971) 371-3444
Established
Firm type
Fiscal year end
# of Employees
42

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MARTINWRIGHT ADVISORY DISCLOSURE BROCHURE (11/2/2025)
YELLOWWOOD WEALTH SOLUTIONS WRAP PROGRAM BROCHURE (6/10/2025)
YELLOWWOOD WEALTH SOLUTIONS DISCLOSURE BROCHURE (6/10/2025)
TIAM DISCLOSURE BROCHURE (3/25/2025)
DISCLOSURE BROCHURE FOR WASHINGTON PARK ADVISORS (3/12/2025)

Regulatory assets under management

Total Number of Accounts1,261
AUM (Assets Under Management)$ 575,284,516

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.

Company Information

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

CRD#: 168256Corsicana, TX

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