Assuredpartners Investment Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

309550

SEC number

801-117771

Firm type

RIA

Assets under management

$3.9B as of Apr 29, 2026

Website

www.apadvisors.com ↗

Phone

407-708-0050

Address

4600 W. Cypress Street, Tampa, FL, 33607

Advisors at this firm

34 in our index · page 1 of 1

• Justin Cole AuldsCRD 7756134 · Eagle, ID
  IA RegisteredBroker
• Leo Dominic BarczewskiCRD 5408867 · Nashville, IL
  IA RegisteredBroker
• Andrew Murray BuchananCRD 6617593 · Lexington, KY
  IA RegisteredBroker
• Ned Martin BurnsCRD 2479076 · Nashville, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Beverly Clare BankusCRD 6588490 · Lancaster, PA
  IA Registered
• William Eric BarczewskiCRD 7750420 · Lexington, KY
  IA RegisteredBroker
• Ryan Christopher BaumbachCRD 6549653 · Wilmington, DE
  IA RegisteredRegistration inactive
• Gary Michael CasciolaCRD 2728412 · Moon Township, PA
  IA RegisteredBroker
• Jenna Lee DemossCRD 6873104 · Niceville, FL
  IA RegisteredBroker
• Stephen Michael ErbCRD 2864035 · Dewitt, MI
  IA Registered
• Sarah Ann FullertonCRD 6452906 · Denver, CO
  IA RegisteredBroker
• Brian Dee HeckertCRD 1434160 · Nashville, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Susan Patricia Hubbell SanchezCRD 6318484 · Houston, TX
  IA RegisteredRegistration inactive
• Brandon R HeckertCRD 6095040 · Nashville, TN
  IA RegisteredBroker
• Michael Brian HeckertCRD 6914076 · Lexington, KY
  IA RegisteredBroker
• Sean Taylor HongCRD 8007778 · Lake Worth, FL
  IA Registered
• Dustin Alan JonesCRD 6191788 · Wake Forest, NC
  IA RegisteredBroker
• Kyler Wayne KlingenbergCRD 7319399 · Nashville, IL
  IA RegisteredBroker
• Ashley Gabrielle KolweierCRD 6629763 · Nashville, IL
  IA RegisteredBroker
• Mia Medina-BohananCRD 6182698 · Denver, CO
  IA RegisteredBroker
• David Michael MillerCRD 1849707 · Houston, TX
  IA RegisteredBroker
• Ronald Lawrence MyersCRD 2719227 · Plantation, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Mason John MeyerCRD 7743882 · Nashville, IL
  IA RegisteredBroker
• Charles Earl OsborneCRD 2323554 · Atlanta, GA
  IA Registered
• Troy PedtkeCRD 7346848 · Nashville, IL
  IA RegisteredBroker
• Solomon Edward ReevesCRD 2504653 · Seattle, WA
  IA RegisteredBroker
• David Christopher RoachCRD 6071400 · Plantation, FL
  IA Registered
• Ian Francis SmithCRD 2136837 · Madison, WI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Daniel Glenn StaffordCRD 1119195 · Madison, WI
  IA RegisteredRegistration inactive
• Michael David SmithCRD 7165009 · Atlanta, GA
  IA Registered
• Kyler Jared SpencerCRD 6675532 · Nashville, IL
  IA RegisteredBroker
• Douglas Joel VaughnCRD 4576348 · Dewitt, MI
  IA Registered
• Michael John VoorheisCRD 5597439 · Dewitt, MI
  IA RegisteredRegistration inactive
• Milan Patrick WintersCRD 5085390 · Wilmington, DE
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.