Dale Immekus
Dale Immekus is a registered investment advisor at Independent Financial Group, LLC, based in Lodi, CA, 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
420 E. Kettleman Lane, Suite 3, Lodi, CA, 95240
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2019Customer Dispute
August 2013Other Business ActivitiesSells Insurance
Dale is a California insurance agent offering various insurance products, dedicating a few hours per week to this activity. He also owns Dedicated Financial Services Inc (a tax conduit) and Dedicated Financial & Insurance Services (a DBA for marketing), and volunteers for the Lodi Chamber of Commerce.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Edward Jones
Edward JonesBroker
Hbw Securities LLCBroker
Hbw Securities LLCBroker
State Registrations11 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.