Madelyn
Lofquist
Independent Advisor Alliance, LLC
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About this Advisor
Madelyn Lofquist is a financial advisor based in Holland, Michigan, working with Independent Advisor Alliance, LLC. Madelyn has previously held positions 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. Madelyn has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Madelyn is part of Independent Advisor Alliance, LLC, which operates out of Holland, Michigan. The firm has 132 offices and 230 employees. The firm manages assets totaling $12.8 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, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Independent Advisor Alliance, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Advisor Alliance, LLC Brokerage Details
$12,826,908,245
230
52,309
$245,214
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
Vander Lugt Capital Management
Lpl Financial LLC
City Of Wayland
Quality Energy Inc
Grand Valley State University
Pereddies Restaurant
West Ottawa Public Schools
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.
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