Wenjinn
Chang

Independent Financial Group, LLC

CRD#4536266
Investment Advisor
in San Diego, CA
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About this Advisor

Wenjinn Chang is a certified financial planner in San Diego, California. Currently an advisor with Independent Financial Group, LLC, Chang has 14 years of professional experience. Chang maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Chang is able to serve customers based out of Maryland and Texas. Over the course of their career, Chang has held roles at Ameritas Investment Corp, Ameritas Life Insurance Corp, Acacia Life Insurance Co, Acacia Financial Advisors, Union Central Life Insurance and Independent Financial Group. Independent Financial Group, LLC is based out of San Diego, California, and operates out of 364 additional locations throughout the country. Overall, Independent Financial Group, LLC manages $3 billion in assets throughout 11,983 client accounts and employs more than 680 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 10,271 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Independent Financial Group, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

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

Disclosures

Yes

Office Location

12671 High Bluff Drive Suite 200
San Diego, CA 92130

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,764,918,695

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

680

CA Average: 43
Total Number of Accounts

11,983

CA Average: 3,727
Average Account Size

$230,737

CA Average: $2,033,427

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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

Wenjinn Chang Work History

Wenjinn has 14 years of experience.

2012 - Present (7 years)

Independent Financial Group

2008 - 2012 (4 years)

Acacia Financial Advisors

2006 - 2011 (5 years)

Union Central Life Insurance

2004 - 2012 (8 years)

Ameritas Investment Corp

2004 - 2012 (8 years)

Ameritas Life Insurance Corp

2004 - 2011 (7 years)

Acacia Life Insurance Co

Disclosures

Wenjinn Chang has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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