Sharon Green
Sharon Green is a registered investment advisor at Independent Financial Group, LLC, based in Elm Grove, WI, with 36 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
500 Elm Grove Rd., Ste. 100, Elm Grove, WI, 53122
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Regulatory History (1)
Regulatory
December 2024Other Business Activities
Sharon serves as a FINRA arbitrator, teaches adult education classes at WCTC, Marquette, and Alverno College, and works as a Notary Public. She also uses Regency Wealth Partners as a DBA for marketing purposes, dedicating full-time hours to her financial services business.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Sii Investments, INC.
Annex Wealth Management, LLC
Sii Investments, INC.
Sii Investments, INC.Broker
Wellington Investment Services CORP.Broker
Dain Bosworth IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Blunt Ellis & Loewi IncorporatedBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.