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Cyla Fromm-Minett

American Independent Securities Group, LLC
25 Years of Experience
Rockford, IL
1 DisclosureBroker
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Cyla Fromm-Minett is a registered investment advisor at American Independent Securities Group, LLC, based in Rockford, IL, with 25 years of industry experience. Cyla is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,385 clients with $990M in assets under management.

American Independent Securities Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
4,385 clients
Average Client Portfolio
$225K average
Assets Under Management
$986.3M

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fees generally range from 0.75% to 2.5% based on total assets, investment style, and program platform. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Rockford, IL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
March 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
American Independent Securities Group, LLC
January 2022 - Present · 4 yrs 9 mos
American Independent Securities Group, LLCBroker
January 2022 - Present · 4 yrs 9 mos
American Independent Securities Group, LLC
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
January 2021 - July 2021 · 6 mos
Northwestern Mutual Investment Services,llc
January 2021 - July 2021 · 6 mos
D.A. Davidson & CO.Broker
March 2019 - May 2020 · 1 yr 2 mos
D.A. Davidson & CO.
March 2019 - May 2020 · 1 yr 2 mos
John F Suby Wealth Management LLC
June 2017 - March 2019 · 1 yr 9 mos
H. Beck, INC.
November 2016 - March 2017 · 4 mos
H. Beck, INC.Broker
April 2015 - March 2017 · 1 yr 11 mos
H. Beck, INC.
April 2015 - November 2016 · 1 yr 7 mos
LPL Financial LLC
October 2013 - December 2014 · 1 yr 2 mos
LPL Financial LLCBroker
October 2013 - December 2014 · 1 yr 2 mos
J.P. Morgan Securities LLCBroker
October 2012 - September 2013 · 11 mos
J.P. Morgan Securities LLC
September 2012 - September 2013 · 1 yr
Amcore Investment Services, INC
March 2009 - September 2010 · 1 yr 6 mos
Amcore Investment Services, INCBroker
July 1997 - September 2010 · 13 yrs 2 mos
State Registrations1 state
IL
AdvisorBrokerBoth

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
No exam information available for this advisor.
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Cyla Fromm-Minett - Financial Advisor | TrueAdvisor