VETTED

Andrew Lohse

AIF^®, PFS^™, CRPS^®, CPA

Tel: 630-796-6161 555 E. Butterfield Rd. Suite 212 Lombard, IL 60148

About Independence Capital Financial Partners

Independence Capital Financial Partners is an independent financial services firm specializing in financial planning, wealth management, and asset protection strategies. The team boasts a combined experience approaching 100 years in the financial services industry and has spent the past 25 years as a single cohesive unit, culminating in its current partnership since March 2012. The teams extensive experience and insight, paired with the shared core values of stewardship and honesty, provide the foundation for its practice.

See Disclosures

General Information

Firm Start Year:

1924

Name of Broker/Dealer:

Cambridge Investment Research

Name of Custodial Firm:

Fidelity Custody & Clearing, TD Ameritrade

Work with the following types of clients:

Businesses, Individual Investors

Advisory Services Provided:

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting

Qualifications & Memberships

Insurance and Annuity Licenses:

Variable Life, Health, Life, Long Term Care

Services

Can meet clients in the following ways:

Our Office, Phone, Email, Video Conference

Compensation and Fees

Fee Structure:

Fee-Based

Compensation Methods:

Hourly, Flat Fee, Commissions, Based on Assets

Firm Information

Total Assets Under Management by Advisor:

$250,000,000

Preferred meeting methods

I provide a free initial consultation:

Yes

Education

BS in Finance, Minor Math:

Elmhurst College

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1886473/wiseradvisor-independence-capital-financial-partners-detailed-disclosure.html

Disclaimer

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of AK, AZ, CA, CO, DC, FL, GA, HI, KS, IA, IL, IN, LA, MA, MI, MN, MO, NC, NJ, NM, NV, NY, OK, OR, SC, SD, TN, TX, VA, WA, WI. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Independence Capital Financial Partners, LLC are not affiliated. Cambridge does not offer tax or legal advice.

21 Years of Experience

CRD# 4557184 Firm CRD# 39543Series: 6, 63, 7, 65

Compliance

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

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