Michael Kolacz
Michael Kolacz is a registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 29 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
12671 High Bluff Drive, Suite 200, San Diego, CA, 92130
Get directionsHistory
Regulatory History (6)
Customer Dispute
March 2023Employment Separation After Allegations
April 2016Judgment / Lien
December 2015Judgment / Lien
June 2015Judgment / Lien
March 2015Judgment / Lien
January 2014Other Business ActivitiesSells Insurance
Michael is an agent/representative for Epstein & Kolacz Wealth Management, selling health, life, and P&C insurance, dedicating a few hours per week. He also works as an independent contractor providing legal services and consulting services, each taking a few hours per week.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
International Assets Investment Management, LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Next Financial Group, INC.Broker
Next Financial Group, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
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.