Timothy Vitense is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to joining Independent Financial Group in 2021, he worked at Allianz Life Financial Services, LLC and Allianz Life Company of North America from 2016 to 2021. He is also active as a registered representative for Carlton Investment Services Group, LLC, a marketing DBA.
Independent Financial Group is a large, integrated advisory and brokerage firm that serves individuals, high-net-worth clients, trusts, corporations, business owners, and plan sponsors. The firm offers diverse investment advisory programs, financial planning, and retirement plan services, combining in-house and third-party asset management through platforms such as AccessPoint and Schwab, with a notable dual role as both a registered investment adviser and broker-dealer.