John Kolody
John Kolody is a registered investment advisor at Independent Financial Group, LLC, based in Flagstaff, AZ, with 38 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
Location
405 North Beaver Street, Suite 4, Flagstaff, AZ, 86001
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2016Other Business ActivitiesSells Insurance
John is a CPA and sole proprietor, providing tax preparation and accounting services since 1986, dedicating about 10-20% to about a quarter of his time. He also owns John Kolody Investments, P.C., an S corporation used to consolidate profits and conduct fixed insurance business using annuities, spending minimal to about 10-20% of his time on it.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Foothill Securities, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
Benjamin Securities Investment Company, INC.Broker
H.D. Vest Investment Securities, INC.Broker
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.
Exams
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