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Andrew Lohse, CPA, AIF®, PFS
Independence Capital Financial Partners

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 team’s extensive experience and insight, paired with the shared core values of stewardship and honesty, provide the foundation for its practice.

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General Information

Insurance License#:   7362745
Name of Broker/Dealer:   Cambridge Investment Research
Name of Custodial Firm:   Fidelity Custody & Clearing, TD Ameritrade
Work with the following types of clients:   7685976861
Advisory Services Provided:   401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning for Individuals

Services

Can meet clients in the following ways:   Via Phone, Via Email, Your Home

Firm Information

Assets Managed by Advisor:   $100000

Compensation and Fees

Compensation Methods:   Based on Assets, Hourly, Flat Fee, Commissions

Education

BS in Finance, Minor Math   Elmhurst College

    18 Years of Experience

  • CRD# 4557184
  • Insurance License# 7362745

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