Richard
Bolek
Independent Financial Group, LLC
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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
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$6,750,889,024
626
30,369
$222,295
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
Independent Financial Group, Inc
Independent Financial Group, LLC
Strategic Financial Group
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
San Luis Obispo, CA
New Britain, CT
San Diego, CA
Cross Plains, WI
Alameda, CA
San Juan Capistrano, CA
San Diego, CA
San Diego, CA
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