Advisor at American Independent Securities Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
American Independent Securities Group, LLC
Location
Rockford, IL
Credentials
Series 63, Series 66
Industry experience
24 years
Financial planning fixed fees typically range from $100 to $4,000 depending on complexity and arrangement.
0.75% to 2.5% (negotiated based on factors such as total assets, scope of engagement, investment style, and types of investments)
Advisory representatives may receive commissions from securities and insurance products sold in their broker-dealer capacity, separate from advisory fees.
Financial planning fees may be charged hourly ranging from $50 to $250 per hour.
Account minimum: $2,500 for Charles Schwab advisory services; $10,000 for RBC management services (may vary based on platform used; negotiable in certain circumstances) Fee-only: Advisory fees based on assets under management ranging from 0.75% to 2.5%, negotiated per client; financial planning fees (hourly or fixed)
American Independent Securities Group
2022 - Present (4 years)
Voca/Avantax
2021 - 2022 (1 year)
Unemployed
2021 - 2021 (1 year)
Northwestern Mutual Life Insurance Company
2020 - 2021 (1 year)
Northwestern Mutual Investment Services LLC
2020 - 2021 (1 year)
Unemployed
2020 - 2020 (1 year)
D.A. Davidson & Co.
2019 - 2020 (1 year)
Suby Wealth Management LLC
2017 - 2019 (2 years)
H. Beck, Inc.
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63, Series 66
Rockford, IL
Edward Jones
Series 66
Rockford, IL
Edward Jones
Series 66
Loves Park, IL
Edward Jones
Series 66
Rockford, IL
Edward Jones
Series 66
Rockford, IL
Merrill
John Larson is a Wealth Management Advisor and First Vice President with Merrill Lynch Wealth Management. Since beginning his financial services career in 2000, John has focused on helping clients build comprehensive wealth management strategies tailored to their individual needs. His client expertise includes college education planning, managing new wealth, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income planning. John earned a Bachelor of Science degree in Finance from Northern Illinois University. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Born and raised in the Rockford community, John attended Guilford High School. He is actively involved locally, having served on the board of The First Tee of Rockford, as Chair of the Finance Committee and board member of the OSF College of Nursing, and participating in the YMCA Strong Kids Campaign. John is married to his wife Chris and they have two children. His personal interests include golfing, running, and spending time with his family.
ChFC®, Series 66
Rockford, IL
Edward Jones
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