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VERIFIEDAndrew Lohse
Independence Capital Financial Partners
555 E. Butterfield Rd.
Suite 212
Lombard, IL 60148
630-796-6161
About Independence Capital Financial Partners
Independence Capital Financial Partners is an independent financial services firm specializing in
financial planning, wealth management, and asset protection strategies. The team boasts a
combined experience approaching 100 years in the financial services industry and has spent the
past 25 years as a single cohesive unit, culminating in its current partnership since March 2012.
The teams extensive experience and insight, paired with the shared core values of stewardship
and honesty, provide the foundation for its practice.
See Disclosures
General Information
Firm Start Year
1924
CRD#
4557184
Firm CRD#
39543
Name of Broker/Dealer
Cambridge Investment Research
Name of Custodial Firm
Fidelity Custody & Clearing, TD Ameritrade
Years of Experience in Financial Services
21
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting
Services
Can meet clients in the following ways
Our Office, Phone, Email, Video Conference
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CPA, PFS™, CRPS®, AIF®
Securities Licenses
Series 6, Series 63, Series 7, Series 65
Insurance and Annuity Licenses
Variable Life, Health, Life, Long Term Care
Firm Information
Total Assets Under Management by Advisor
$250,000,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Hourly, Flat Fee, Commissions, Based on Assets
Education
BS in Finance, Minor Math -
Elmhurst College
-
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1886473/retirementplanning-Independence-Capital-Financial-Partners-detailed-disclosure.html
Disclaimer
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of AK, AZ, CA, CO, DC, FL, GA, HI, KS, IA, IL, IN, LA, MA, MI, MN, MO, NC, NJ, NM, NV, NY, OK, OR, SC, SD, TN, TX, VA, WA, WI. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Independence Capital Financial Partners, LLC are not affiliated. Cambridge does not offer tax or legal advice.