Dennis Lindeman
Dennis Lindeman is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Fallbrook, CA, 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
2311 Morro Rd, Fallbrook, CA, 92028
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Regulatory History (1)
Customer Dispute
April 2007Other Business ActivitiesSells Insurance
Dennis is an agent/representative of Lincoln National Life Insurance Company since 1989, providing information and consultation regarding life insurance policies, dedicating minimal time to this. He also serves as an officer/director for SMILES, attending quarterly board meetings, which also takes minimal time.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
CUNA Brokerage Services, INC.Broker
Century Investors of America, INC.Broker
State Registrations10 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.