Richard Bolek
Richard Bolek is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Wickenburg, AZ, with 34 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
1 East Apache Street #H, Wickenburg, AZ, 85390
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2012Other Business ActivitiesSells Insurance
Richard is a part owner of Destination Wealth Advisor Group, a DBA used for marketing securities and advisory services, dedicating nearly full-time hours. He also owns Strategic Financial Group, providing tax preparation, and has ownership in Chill Zone, LLC, a vacation property, while also acting as trustee for a family trust and owning the DBA Financial Planning Offices of Richard W. Bolek used to market consulting and insurance services.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Independent Financial Group, LLC
Sentra Securities CorporationBroker
United Pacific Securities, INC.Broker
Sunamerica Securities, INC.Broker
Simmers Capital Management CorporationBroker
Fortis Investors, INC.Broker
Titan/value Equities Group, INC.Broker
State Registrations15 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.