Independent Financial Group, LLC

Independent Financial Group, LLC (CRD# 7717) is a financial advisory firm headquartered in San Diego, CA. They manage $2,105,547,093 in 10,516 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,106
    MILLION
  • Total Number of Accounts
    10,516
    ACCOUNTS
  • Average Account Value
    $200,223
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Independent Financial Group, LLC
Showing 1 - 10 of 503 top financial advisors.
1
Michael J. Carlucci
CRD#: 2309517
205 Route 9 North, Suite 31, Freehold, NJ 07728
101
Wealthminder
score

Michael Carlucci (CRD# 2309517) is an Investment Advisor Representative working at Independent Financial Group, LLC in Freehold, NJ and has over 25 years of experience in the finance industry. Michael Carlucci has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark T. Ealy, CFP, CPA
CRD#: 2081239
2768 Loker Avenue West, Carlsbad, CA 92010
101
Wealthminder
score

Mark Ealy (CRD# 2081239) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 28 years of experience in the finance industry. Mark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

3
Chad W. Schiel
CRD#: 5706184
635 Camino de Los Mares, Ste 201, San Clemente, CA 92673
100
Wealthminder
score

Chad Schiel is an independent financial planner providing services in Orange County California. As an independent financial advisor free from sales quotas and corporate agendas, he takes the time needed in providing his clients with the best customer service, investments and solutions found anywhere. Are you working with a service provider like Schiel Wealth Management? Perhaps it’s time you start.

Mission Statement

Offer tailored, personalized financial solutions for individual investors and business owners by utilizing goal orientated planning, a diversified conservative investment strategy and uncompromising service.

Community Involvement:

Chad is an avid fly fisherman and enjoys volunteering with the Boy Scouts of America, and other youth organizations where he can share his passion for the outdoors with others. He is also an active member of the Exchange Club of San Clemente and the Marine Corps League.

Family:

Chad grew up in Yuma, a small farming community in Northeastern Colorado. His wife of eleven years, Jackie is a lifelong resident of Orange County, a Registered Nurse and enjoys volunteering at the local animal shelter. They reside in Mission Viejo with their growing family.

For more information on Chad's battle with lung cancer, work history and practice, read the Q&A Article from the Orange County Register.

4
Steven A. Addison
CRD#: 4997781
368 N. Kingshighway, Sikeston, MO 63801
96
Wealthminder
score

Steven Addison (CRD# 4997781) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sikeston, MO and has over 12 years of experience in the finance industry. Steven Addison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Deborah W. Anzelc
CRD#: 5015692
3833 Stow Rd, Stow, OH 44224
96
Wealthminder
score

Deborah Anzelc (CRD# 5015692) is an Investment Advisor Representative working at Independent Financial Group, LLC in Stow, OH and has over 10 years of experience in the finance industry. Deborah Anzelc has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Steven A. Blake
CRD#: 3083863
1687 Laurel St., San Carlos, CA 94070
96
Wealthminder
score

Steven Blake (CRD# 3083863) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Carlos, CA and has over 19 years of experience in the finance industry.

7
Peter N. Blok
CRD#: 3023989
243 West Lincoln Highway, Exton, PA 19341
96
Wealthminder
score

Peter Blok (CRD# 3023989) is an Investment Advisor Representative working at Independent Financial Group, LLC in Exton, PA and has over 17 years of experience in the finance industry. Peter Blok has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Michael A. Calabrese
CRD#: 4810340
Davidsonville, MD
96
Wealthminder
score

Michael Calabrese (CRD# 4810340) is an Investment Advisor Representative working at Independent Financial Group, LLC in Davidsonville, MD and has over 13 years of experience in the finance industry. Michael Calabrese has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Wenjinn J. Chang
CRD#: 4536266
12671 High Bluff Drive, Suite 200, San Diego, CA 92130
96
Wealthminder
score

Wenjinn Chang (CRD# 4536266) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 15 years of experience in the finance industry. Wenjinn Chang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Robert H. Christman
CRD#: 2779446
12671 High Bluff Dr, Ste 200, San Diego, CA 92130
96
Wealthminder
score

Robert Christman (CRD# 2779446) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 21 years of experience in the finance industry.

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