Deborah Anzelc is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Stow, OH, with 18 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
3833 Stow Road, Stow, OH, 44224
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Deborah is the 100% owner of Anzelc & Associates, Inc., a CPA practice, and Anzelc Financial, a company established for tax purposes, dedicating full-time and about 10-20% of her time, respectively. She is also a passive owner of All In, LLC, a real estate holding company, a board member at Zanes Foundation, Inc., and an officer/director at All 4 One Inc. LLC DBA Peninsula Coffee House and Market, spending minimal time on each.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations7 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.