Stefany Schade
Stefany Schade is a registered investment advisor at Independent Financial Group, LLC, based in Corpus Christi, TX, 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
Corpus Christi, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stefany is the 95% owner of Toroso Financial Group and its DBA, dedicating nearly full-time hours to these entities. She also holds positions in several other organizations, including Tegeler Schade & Associates, Goodwill Industries of South Texas, and Junior League of Corpus Christi, and is involved in volunteer work and shell entities for tax purposes.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Girard Securities, INC.Broker
Girard Securities, INC.
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations43 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.