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 DisclosuresGeneral 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
Preferred meeting methods
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
Services
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
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
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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