Indie Financial Planning

Indie Financial Planning (CRD# 281529) is a financial advisory firm headquartered in , . They manage $4,758,063 in 48 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.facebook.com/indiefp
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $99,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL

Financial Advisors at Indie Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Leslie Ransom, financial advisor Chicago IL
Leslie F. Ransom
CRD#: 6433762
Chicago, IL

Leslie Ransom (CRD# 6433762) is an Investment Advisor Representative working at Indie Financial Planning in Chicago, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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