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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)39 years in industry

ERIC DONNER

Advisor at INDEPENDENT FINANCIAL PARTNERS

TAMPA, FL | Plantation, FL

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Search this name across graphsid dfx:ria:12a643de-32c4-636a-75cf-ca4167d430d1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 2, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INDEPENDENT FINANCIAL PARTNERS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 12, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S63
First exam: May 12, 1987
First registration: Jul 2, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 1633713

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	Jan 29, 2019	n/a	yes	TAMPA, FL\|Plantation, FL	Current employment
TEAM HEWINS, LLC	Independent wealth	Jun 15, 2018	Jan 2, 2019	no	BOCA RATON, FL\|BOCA RATON, FL\|FOSTER CITY, CA	Previous registration
WIPFLI FINANCIAL ADVISORS, LLC	Former SEC adviser	Sep 14, 2016	Jun 1, 2018	no	Boca Raton, FL\|MILWAUKEE, WI\|Boca Raton, FL	Previous registration
RWA ADVISORS	Independent wealth	Aug 2, 2011	Mar 12, 2012	no	BOCA RATON, FL	Previous registration
VALMARK ADVISERS, INC.	Bd affiliated wealth	May 4, 2011	Dec 31, 2016	no	BOCA RATON, FL\|HIGHLAND BEACH, FL\|BOCA RATON, FL\|BOCA RATON, FL	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Jul 2, 2002	Oct 16, 2009	no	WARREN, NJ\|NEW PROVIDENCE, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TEAM HEWINS, LLC	INDEPENDENT FINANCIAL PARTNERS	Jan 2, 2019	Jan 29, 2019	27	Firm change	RIA to ibd
WIPFLI FINANCIAL ADVISORS, LLC	TEAM HEWINS, LLC	Jun 1, 2018	Jun 15, 2018	14	Firm change	RIA to new firm
VALMARK ADVISERS, INC.	RWA ADVISORS	Dec 31, 2016	Aug 2, 2011	-1,978	Firm change after gap	Other
RWA ADVISORS	WIPFLI FINANCIAL ADVISORS, LLC	Mar 12, 2012	Sep 14, 2016	1,647	Firm change after gap	Other
NFP ADVISOR SERVICES, LLC	VALMARK ADVISERS, INC.	Oct 16, 2009	May 4, 2011	565	Firm change after gap	Other

Relationships

Registered with (6)

→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: current employment
Jan 29, 2019 to presentfactForm ADV
→ TEAM HEWINS, LLCRegistered adviserregistration: previous registration
Jun 15, 2018 to Jan 2, 2019factForm ADV
→ WIPFLI FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 14, 2016 to Jun 1, 2018factForm ADV
→ VALMARK ADVISERS, INC.Registered adviserregistration: previous registration
May 4, 2011 to Dec 31, 2016factForm ADV
→ RWA ADVISORSRegistered adviserregistration: previous registration
Aug 2, 2011 to Mar 12, 2012factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Jul 2, 2002 to Oct 16, 2009factForm ADV

Dated events

No dated event names this entity yet.