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Thomas O

Series 63, Series 65

Reno, NV

Independent Financial Group, LLC

Thomas Otten is a financial advisor with Independent Financial Group, LLC in Reno, NV, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has previously worked at firms including First Allied Advisory Services, Avisen Advisors, Wells Fargo Clearing, and Prudential Equity Group. Otten is also the owner and Investment Adviser Representative of Analytic Wealth Strategies, Inc., a financial and advisory services firm he has operated since 2009, and serves as co-trustee for a family trust. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers various portfolio management and financial planning services, utilizing both firm and third-party models with a mix of passive and active investment strategies.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Michael M

Series 63, Series 65

Reno, NV

Independent Financial Group, LLC

Michael Moss is a financial advisor with Independent Financial Group, LLC in Reno, NV, holding Series 63 and Series 65 credentials and offering 44 years of industry experience. Prior to joining Independent Financial Group in 2014, he worked at firms including Merrill and First Allied Advisory Services. He is a 50% owner and officer of M Group Advisors LLC, a business entity involved in marketing securities, advisory, and insurance services. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services using both firm-developed and third-party models, combining active and passive investment strategies tailored to client risk profiles.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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