Joseph
Glomski

Independent Financial Group, LLC

CRD#7318697
Investment Advisor
in Prescott, AZ

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About this Advisor

Joseph Glomski is a financial advisor based in Prescott, Arizona, working with Independent Financial Group, LLC. Joseph has previously held positions at Independent Financial Group, LLC, Cambium Wealth And Legacy Strategies, Raven & Wyvern, Reliance Printing Solutions, Page Springs Vineyards, Nau, Berry Divine, Full Stime Student, and West Side Deli. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Joseph is part of Independent Financial Group, LLC, which operates out of Prescott, Arizona. The firm has 385 offices and 626 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Independent Financial Group, LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1555 Plaza West
Prescott, AZ 86303

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$6,750,889,024

AZ Average: $7,578,581,321
Total Number of Employees

626

AZ Average: 43
Total Number of Accounts

30,369

AZ Average: 3,727
Average Account Size

$222,295

AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Joseph Glomski Work History

2020 - Present (4 years)

Independent Financial Group, LLC

2020 - Present (4 years)

Cambium Wealth And Legacy Strategies

2020 - 2020 (< 1 year)

Raven & Wyvern

2020 - 2020 (< 1 year)

Nau

2019 - 2020 (1 year)

Reliance Printing Solutions

2019 - 2019 (< 1 year)

Page Springs Vineyards

2017 - 2019 (2 years)

Nau

2017 - 2017 (< 1 year)

Berry Divine

2014 - 2015 (1 year)

West Side Deli

2012 - 2017 (5 years)

Full Stime Student

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joseph Glomski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Financial Group, LLC

Ryan Gorski
Santa Maria, CA
Yuehua Yuan
Rockville, MD
Matthew Belardes
San Diego, CA
Clifton Morton
San Diego, CA
Charles Wareham
Hartford, CT
Grant Prescott
San Juan Capistrano, CA
Ronny Inniger
San Diego, CA
Sean Oconnor
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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