AndrewLohse- Financial Advisor Lombard, IL

Home > Financial Advisor Directory > illinois > lombard

About Andrew Lohse

Independence Capital Financial Partners is an independent financial services firm specializing in financial planning, wealth management, and asset protection strategies. The team boasts a combined experience approaching 100 years in the financial services industry and has spent the past 25 years as a single cohesive unit, culminating in its current partnership since March 2012. The teams extensive experience and insight, paired with the shared core values of stewardship and honesty, provide the foundation for its practice.

See Disclosures

General Information

Firm Start Year

1924

CRD#

4557184

Firm CRD#

39543

Name of Broker/Dealer

Cambridge Investment Research

Name of Custodial Firm

Fidelity Custody & Clearing, TD Ameritrade

Years of Experience in Financial Services

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CPA, PFS^™, CRPS^®, AIF^®

Securities Licenses

Series 6, Series 63, Series 7, Series 65

Insurance and Annuity Licenses

Variable Life, Health, Life, Long Term Care

Firm Information

Assets Managed by Advisor

$250,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Hourly, Flat Fee, Commissions, Based on Assets

Education

BS in Finance, Minor Math -

Elmhurst College
-

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886473/paladinregistry-Independence-Capital-Financial-Partners-detailed-disclosure.html

Disclaimer

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of AK, AZ, CA, CO, DC, FL, GA, HI, KS, IA, IL, IN, LA, MA, MI, MN, MO, NC, NJ, NM, NV, NY, OK, OR, SC, SD, TN, TX, VA, WA, WI. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Independence Capital Financial Partners, LLC are not affiliated. Cambridge does not offer tax or legal advice.

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Andrew Lohse

Independence Capital Financial Partners