Independent Financial Services

Independent Financial Services (CRD# 151506) is a financial advisory firm headquartered in Fowlerville, MI. They manage $1,180,781 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Independent Financial Services
Showing 1 - 1 of 1 top financial advisors.
Allen J. Romain
CRD#: 1041702
Fowlerville, MI

Allen Romain (CRD# 1041702) is an Investment Advisor Representative working at Independent Financial Services in Fowlerville, MI and has over 35 years of experience in the finance industry. Allen Romain 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.

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