Assen Kuklin
Assen Kuklin is a registered investment advisor at Independent Financial Group, LLC, based in North Port, FL, with 12 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
14810 Tamiami Trail, North Port, FL, 34287
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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 Activities
Assen is a registered representative with Skyway Capital, dedicating about 10-20% of his time to this role. He also owns 33% of Port Charlotte Chiropractic, but spends no time on this activity.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
Arkadios Wealth Advisors
Arkadios CapitalBroker
Skyway Capital Markets, LLCBroker
American Elm Distribution Partners, LLCBroker
Atel Securities CorporationBroker
Realty Capital Securities, LLCBroker
State Registrations3 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.