James Flanagan
James Flanagan is a registered investment advisor at Independent Financial Group, LLC, based in Downers Grove, IL, with 37 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
3020 Woodcreek Drive, Suite C1, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2020Customer Dispute
February 2009Other Business ActivitiesSells Insurance
James provides pro bono financial advice to cancer patients, is the author of a book called "Packing for Retirement", and is a 50% owner of Circle F Properties and Circle F Properties Inc. He also works as an insurance agent, is an agent/representative for Bentron Financial Group, teaches at Triton College and Concordia University, consults for Circle of Life Consulting, and is the treasurer of the board for Terra Nova Films.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Re-Direct Securities CORP
Re-Direct Securities CORPBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations17 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.