Timothy Vitense
Timothy Vitense is a registered investment advisor at Independent Financial Group, LLC, based in Bloomington, MN, with 7 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
7825 Washington Avenue South, Suite 410, Bloomington, MN, 55439
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Regulatory History (1)
Criminal
May 2003Other Business Activities
Timothy is a registered representative at Carlton Investment Services Group, LLC, a DBA used for marketing purposes. This activity is investment-related and takes nearly full-time.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Allianz Life Financial Services, LLCBroker
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.