Peter Blok
Peter Blok is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Exton, PA, with 26 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
243 West Lincoln Highway, Exton, PA, 19341
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter owns a DBA (Blok Financial) for marketing securities, advisory, and insurance business, and another DBA (Arbor Wealth Partners) for marketing to clients acquired from a retiring representative. He also owns rental property and is a partial owner of Barnhill Strategies LTD, and is an officer/director of Blok Financial LLC for insurance sales outside of IFG.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
H. Beck, INC.
Ambrose Wealth Management
H. Beck, INC.Broker
Dunham and Associates Investment Counsel, INC.Broker
Sei Investments Distribution CO.Broker
State Registrations20 states
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