Christopher Chaney
Christopher Chaney is a registered investment advisor at Independent Financial Group, LLC, based in Kansas City, MO, with 20 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
Kansas City, MO
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2008Other Business Activities
Christopher is an officer/director of Basis Point Financial, a DBA used for marketing purposes, dedicating about a quarter of his time. He is also an officer/director for GiveSafeWater, a charity, spending a few hours per week as a fundraiser.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
UBS Financial Services INC.
UBS Financial Services 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.