wiseradvisor


Vetted Advisor's Table

Andrew Lohse, AIF®, PFS, CRPS®, CPA
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 teams extensive experience and insight, paired with the shared core values of stewardship and honesty, provide the foundation for its practice.

See Disclosures

Talk to an Advisor and GET ANSWERS »

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

Services

Can meet clients in the following ways:  Our Office, Phone, Email, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:  Variable Life, Health, Life, Long Term Care

Firm Information

Assets Managed by Advisor:  $250,000,000

Compensation and Fees

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

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.

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Social Networks

facebook tweeter linkedin
brokercheck

Nearby Financial Advisors View All Financial Advisors In Illinois