Dale Immekus is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and having 19 years of industry experience. His prior roles include positions at Creative Financial Designs, Inc., cfd Investments, Inc., and Edward Jones. He is an owner and officer of Dedicated Financial & Insurance Services, offering securities, advisory, and insurance services since 2012. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a mix of firm- and third-party models to develop tailored client strategies and offers services through multiple platforms and asset management programs.

Charles Immekus is a financial advisor at Independent Financial Group, LLC with seven years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Independent Financial Group in 2019, he worked at Dedicated Financial and Insurance Services and also has a background at California State University East Bay. Outside of his advisory role, Immekus serves as an officer and director for Veterans of Oakley and is the vice president of a local Business Networking International chapter. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm combines strategic asset allocation with multi-manager portfolios and offers both discretionary and non-discretionary portfolio management through various platforms and third-party programs.