Advisor at Independent Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bonners Ferry, ID 83805
Credentials
Series 66
Industry experience
20 years
Mark Dobrilovic is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with Independent Financial Group since 2012. Outside of his advisory role, Dobrilovic is involved in tax preparation and accounting through North Idaho Tax and Financial, a firm he owns with his son, and he holds ownership positions in several business ventures including a marketing DBA and a tax services holding company. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, delivering advisory programs via its AccessPoint platform and third-party asset managers.
Based on Independent Financial Group, LLC
Based on Independent Financial Group, LLC
Flat fees for financial planning and consulting services; negotiable and specified in Financial Planning/Consulting Agreement.
$0 - $250,000: 2.00% maximum Advisor Fee + 0.16% Program Fee $250,000 - $500,000: 2.00% maximum Advisor Fee + 0.12% Program Fee $500,000 - $1,000,000: 2.00% maximum Advisor Fee + 0.10% Program Fee $1,000,000 - $2,000,000: 2.00% maximum Advisor Fee + 0.06% Program Fee $2,000,000 - $5,000,000: 2.00% maximum Advisor Fee + 0.05% Program Fee $5,000,000+: 2.00% maximum Advisor Fee + 0.04% Program Fee
Commissions earned by IARs when acting as registered representatives for brokerage services outside advisory programs.
Hourly financial consulting fees, collected in advance or arrears; negotiable and specified in Financial Planning/Consulting Agreement.
Subscription-based fees for financial planning programs, stated in the Financial Planning/Consulting Agreement, paid monthly or quarterly.
Account minimum: $2,000 to $100,000 depending on program; specific minimums include $5,000 for AccessPoint Models, $25,000 for AccessPoint Advisor Portfolios, $2,000 manager dependent for Fund Strategist Portfolios, $100,000 for Separately Managed Accounts, $50,000 for Unified Managed Accounts, $25,000 for AP Client, $50,000 for CAM Client Schwab, no minimum for Retirement Plan Services (RPS) Fee-only: Hourly rates, flat fees, and subscription billing for financial planning and consulting services; fees are negotiable and detailed in Financial Planning/Consulting Agreement.
7170 2nd Street
Bonners Ferry, ID 83805
California · Idaho · Texas
Independent Financial group
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Bonners Ferry, ID
Edward Jones
Merle Ansley is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Mountain West Bank from 2012 to 2017. Outside of his advisory role, Ansley serves as a board member and Chairman of the Planning Committee for Boundary Community Hospital in Bonners Ferry, Idaho. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Series 66
Bonners Ferry, ID
Edward Jones
Samantha Young is a financial advisor at Edward Jones in Bonners Ferry, Idaho, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones, she worked at Mountain West Bank for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a wide range of investment strategies and affiliated capabilities, supported by a large network of financial advisors and branch offices across the country.
Series 63, Series 66
Bonners Ferry, ID
Edward Jones
Kevin Callos is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he co-owns a small business focused on archery arrow repair called The Broken Arrow. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices.
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