Bloomington, MN Office

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.

Stephen Carlton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Independent Financial Group since 2013 and has operated Carlton Investment Services Group, LLC and Trademark Financial Management, LLC for over two decades. Carlton also owns Carlton Investment Services Group, LLC, which offers insurance sales including life, health, and long-term care. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a variety of investment advisory programs, financial planning, and retirement services, employing both in-house and third-party portfolio management and serving clients through multiple custodial platforms.

John Dewey Jr. is a financial advisor with Independent Financial Group, LLC in Bloomington, MN, holding the CFP® and ChFC® designations and having 48 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and AIG American General Life Insurance Company. Outside of his advisory work, he volunteers with Tentmakers to help Christians deepen their financial stewardship and also coaches youth football. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, delivering advice through a range of models and third-party managers while operating as both a registered investment adviser and an active broker-dealer.