Glenview, IL Office

Team
Updated today

Client AUM

$12,285,674,078

Clients

25,896

Advisors

2

Of 464 advisors across 291 offices

Location

2700 Patriot Blvd, Suite 250

Glenview IL 60026

Advisors at this office

2

Advisors at this office

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Deepen M

Series 63, Series 65

Glenview, IL

Independent Financial Group, LLC

Deepen Modi is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Independent Financial Group since 2015. Outside of his advisory role, Modi is president and CEO of DKRS of Northbrook, a corporation managing office and business expenses, and is also an Illinois-licensed insurance agent. 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 brokerage, portfolio management, and financial planning services through a national network of Investment Adviser Representatives and provides advisory programs via its AccessPoint platform and third-party asset managers.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Vanessa M

Series 66

Glenview, IL

Independent Financial Group, LLC

Vanessa Mazzone is a financial advisor at Independent Financial Group, LLC with Series 66 registration and three years of industry experience. Her prior work experience includes roles at The Barre, KB Co., and in dental practices. 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 through various platforms and employs both in-house and third-party investment models.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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