Paul Behnke
Paul Behnke is a registered investment advisor at Independent Financial Group, LLC, based in Oshkosh, WI, with 24 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
1055 Witzel Avenue, Oshkosh, WI, 54902
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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
Paul is an insurance agent, 100% owner of Behnke Financial LLC (a DBA for marketing), officer/director of SBG Real Estate LLC, board member of Winnegamie Home Builders, and a high school football coach at Lourdes Academy. Insurance sales/service takes a few hours per week, Behnke Financial LLC takes nearly full-time, and coaching takes about 10-20% of his time.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Landolt Securities, INC.
Landolt Securities, INC.Broker
M&i Financial Advisors, INCBroker
M&i Financial Advisors, INC.
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
M&i Financial Advisors, INCBroker
M&i Financial Advisors, INC.
Morgan Stanley Dw INC.Broker
Citigroup Global Markets INC.Broker
State Registrations16 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.