Rohin Ullberg, financial advisor Flossmoor IL

Rohin Ullberg

CRD Number: 1852017
Current Firm: Independent Financial Group, LLC

Rohin Ullberg (CRD# 1852017) is an Investment Advisor Representative working at Independent Financial Group, LLC in Flossmoor, IL and has over 35 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Independent Financial Group, Inc. Flossmoor, IL Sep 2016 - Current 7
Sii Investments, Inc. San Diego, CA Dec 2008 - Sep 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1988
S65 NASAA Investment Advisors Law Examination Dec 1996
Contact Info for Rohin L. Ullberg
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    5,978
    MILLIONS
  • Total Number of Accounts
    27,435
    ACCOUNTS
  • Average Account Value
    $217,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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