Madelyn
Lofquist
Independent Advisor Alliance, LLC
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About this Advisor
Madelyn Lofquist is a financial advisor based in Holland, Michigan with 2 years of industry experience. Lofquist is an advisor for Independent Advisor Alliance, LLC. Lofquist has gained experience at Vander Lugt Capital Management, Grand Valley State University, Pereddies Restaurant, City Of Wayland, Quality Energy Inc, West Ottawa Public Schools and Lpl Financial LLC. Lofquist has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Illinois, Indiana and Michigan. Independent Advisor Alliance, LLC is a financial advisory firm that has its headquarters in Charlotte, NC. The firm has offices in 132 locations and a total of 227 employees. It manages $10 billion in assets under management among its 47,432 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 91 charitable organizations. Of its 47,432 accounts, 28% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice usually are based on which services the firm provides the client. However, fees billed by Independent Advisor Alliance, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$10,095,700,130
227
47,432
$212,846
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Madelyn Lofquist Work History
Madelyn has been registered as a financial advisor for 2 years.*
Vander Lugt Capital Management
Lpl Financial LLC
City Of Wayland
Quality Energy Inc
Grand Valley State University
Pereddies Restaurant
West Ottawa Public Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Madelyn Lofquist 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 Advisor Alliance, LLC
Springfield, MO
Springfield, MO
Columbia, SC
Rock Hill, SC
Little Rock, AR
Sussex, WI
Charlotte, NC
Irmo, SC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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