Charles Immekus
Charles Immekus is a ChFC-designated registered investment advisor at Independent Financial Group, LLC, based in Lodi, CA, with 6 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
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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 ActivitiesSells Insurance
Charles is an independent insurance contractor offering various insurance products as a CA insurance agent since 2017, and this takes about 10-20% of his time. He is also a registered representative of DBA Dedicated Financial and Insurance Services for marketing purposes, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
State Registrations14 states
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