Richard
Bolek

Independent Financial Group, LLC

CRD#2142497
Investment Advisor
in Sun City West, AZ

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About this Advisor

Richard Bolek is a financial advisor based in Sun City West, Arizona, working with Independent Financial Group, LLC. Richard has previously held positions at Independent Financial Group, Inc, Independent Financial Group, LLC, and Strategic Financial Group. Richard has passed the Series 63 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Richard is part of Independent Financial Group, LLC, which operates out of Sun City West, 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 63, CERTIFIED FINANCIAL PLANNER™

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

13540 Camino Del Sol #4
Sun City West, AZ 85375

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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

Richard Bolek Work History

2005 - Present (19 years)

Independent Financial Group, Inc

2005 - Present (19 years)

Independent Financial Group, LLC

1992 - Present (32 years)

Strategic Financial Group

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Richard Bolek 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

Christopher Weber
San Diego, CA
Dillon Dougherty
Buffalo, MN
Matthew Belardes
San Diego, CA
Clifton Morton
San Diego, CA
Yuehua Yuan
Rockville, MD
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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