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.
General Information |
| Name of Broker/Dealer: | Cambridge Investment Research |
| Name of Custodial Firm: | Fidelity Custody & Clearing, TD Ameritrade |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Retirement Planning, Portfolio Management, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning |
Services |
| Can meet clients in the following ways: | Our Office, Phone, Video Conference, Email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Health, Life, Variable Life, Long Term Care |
Firm Information |
| Assets Managed by Advisor: | $250,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Commissions, Flat Fee, Based on Assets, Hourly |
Education |
| BS in Finance, Minor Math | Elmhurst College
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Disclosures |
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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. |
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Additional Detailed Disclosures |
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
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