Advisor at Independent Financial 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
Independent Financial Group, LLC
Location
Rice Lake, WI 54868
Credentials
Series 63
Industry experience
29 years
Flat fees charged for financial planning services, negotiated per client agreement.
$0 - $250,000: 3.00% plus 0.16% program fee $250,000 - $500,000: 3.00% plus 0.12% program fee $500,000 - $1,000,000: 3.00% plus 0.10% program fee $1,000,000 - $2,000,000: 3.00% plus 0.06% program fee $2,000,000 - $5,000,000: 3.00% plus 0.05% program fee $5,000,000+: 3.00% plus 0.04% program fee
Commissions earned on brokerage products sold by dually licensed IARs.
Hourly financial consulting fees generally range from $100 to $300 per hour.
Subscription-based fees for financial planning charged monthly or quarterly as per agreement.
Account minimum: $2,000 Fee-only: Hourly fees $100 - $300 per hour; Fixed fees negotiable; Subscription fees monthly or quarterly as agreed.
Independent Financial group
2017 - Present (9 years)
SII Investments
2017 - 2017 (1 year)
Woodbury Financial
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Rice Lake, WI
Edward Jones
Series 66
Cameron, WI
Edward Jones
Series 66
Rice Lake, WI
Edward Jones
CFP®, Series 66
Rice Lake, WI
Edward Jones
Series 66
Rice Lake, WI
ValMark Advisers, Inc.
Series 63, Series 66
Rice Lake, WI
ValMark Advisers, Inc.
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