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Jennifer Flickinger

Advisor at Tru Independence Asset Management, LLC — Corsicana, TX

Updated today

Credentials

Series 66

Experience

22 years

Location

Corsicana, TX

Tru Independence Asset Management, LLC logo

Tru Independence Asset Management, LLC

Team

Total advisors

7

Across 3 offices

Clients per advisor

151 Very High

Avg AUM per client

$318,868 Very Low

HNW client ratio

58% Very High

About

Jennifer Flickinger is a financial advisor with Tru Independence Asset Management, LLC, holding a Series 66 designation and bringing 22 years of industry experience. Her prior roles include positions at Umpqua Investments, Inc., Umpqua Bank, and Wells Fargo Investments, LLC. She has been with Tru Independence since 2020. Tru Independence Asset Management provides discretionary and non-discretionary investment management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and institutional customers. The firm employs diversified portfolios using both active and passive strategies and integrates multiple platforms and third-party managers to serve its clients.

Client services

Based on Tru Independence Asset Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Tru Independence Asset Management, LLC

Active portfolio management Passive / index investing Tax-loss harvesting Private / alternative investments Options & derivatives strategies

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Fee options

Fixed

Fixed reporting fee for assets not managed by the Firm may be negotiated

Percentage

Up to 1.5% annually

Commissions

Separate commission-based arrangement through associated persons registered with APW Capital, Inc.

Other

Minimum fee: Minimum annual fee may apply depending on DBA; can be waived or discounted at Firm's discretion Fee-only: Fixed fees and fees based on assets under management or advisement

Location

See office

Corsicana, TX

Corsicana TX

Advisors at this office

1

Most active in

Texas

Work history

22 years of industry experience

tru Independence, LLC

2020 - Present • 6 years

Portland, OR

Umpqua Investments, Inc.

2010 - 2020 • 10 years

Portland, OR

Umpqua Bank

2009 - 2020 • 11 years

Portland, OR

Wells Fargo Investments, Llc

2005 - 2009 • 4 years

Portland, OR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Susan M

Series 66

Corsicana, TX

Planmember Securities Corporation

Susan Mack is a financial advisor with Planmember Securities Corporation, holding a Series 66 designation and 16 years of industry experience. She has been with Planmember since 2015. Outside of her advisory role, Mack co-owns Mermaid Cove Farms, where she sells locally grown fruit, vegetables, and wares, and she has operated Sew What Custom Clothiers as a sole proprietor providing seamstress services since 1989. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight under ERISA Section 3(38) and participant-level investment options through risk-based mutual fund portfolios. The firm supports plan sponsors and participants with education, personalized planning, and separation counseling, using a strategic asset allocation investment process.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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David N

Series 63

Corsicana, TX

LPL Financial

David Nyquist is a financial advisor with LPL Financial, holding a Series 63 designation and 46 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1989, totaling 37 years in that role. In addition to his advisory work, he is a commissioned notary public serving business needs in Corsicana, TX. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisors with model portfolios, third-party management, and various platforms, combining extensive financial services with oversight of substantial discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew R

Series 63, Series 66

Barry, TX

Fidelity

Matthew Ramey is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2011. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, applying systematic methodologies and oversight controls in its investment process.

Charitable giving & philanthropy Active portfolio management
user avatar

David T

Series 63

Corsicana, TX

Raymond James Financial

David Taylor is a financial advisor with Raymond James Financial in Corsicana, TX, holding a Series 63 designation and 46 years of industry experience. He has worked with Raymond James Financial and its affiliated entities since 1985. Outside of his advisory role, Taylor is a licensed insurance agent and owner of an accounting/CPA practice. He is also involved as a partner or owner in several business ventures related to land management and property development. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers a range of advisory programs alongside institutional consulting and portfolio management.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive

Cade C

Series 66

Corsicana, TX

Edward Jones

Cade Cooper is a Series 66 licensed financial advisor with Edward Jones in Corsicana, TX, where he has worked since 2017. He has eight years of industry experience and previously worked at Saipem America and Footloose Dan Studio. Outside of financial advising, he is a partner in Rock Hard Meat Company LLC, a cattle operations and ranch management business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large nationwide network of advisors and branch offices, as well as its affiliated investment and lending capabilities.

Retirement income strategy Wealth management Business ownership considerations Business succession planning Founder/Business Owner Oil & Gas
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John B

Series 66

Corsicana, TX

Edward Jones

John Blackard is a financial advisor with Edward Jones in Corsicana, TX, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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