Roseburg, OR Office

Team
Updated today

Client AUM

$12,285,674,078

Clients

25,896

Advisors

2

Of 461 advisors across 291 offices

Location

2192 NE Stephens Street

Roseburg OR 97470

Advisors at this office

2

Advisors at this office

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Joel H

Series 63, Series 65

Roseburg, OR

Independent Financial Group, LLC

Joel Hooper is a financial advisor with Independent Financial Group, LLC in Roseburg, Oregon, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He worked at LPL Financial for 24 years before joining Independent Financial Group in 2017. Hooper is also the owner and officer of two marketing DBAs related to his securities and insurance business. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors. The firm offers investment advisory programs and financial planning through various platforms and combines in-house and third-party manager models with both discretionary and non-discretionary strategies tailored to client risk profiles.

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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Rourke M

Series 66

Roseburg, OR

Independent Financial Group, LLC

Rourke Martin is a financial advisor at Independent Financial Group, LLC with one year of industry experience. He holds the Series 66 designation and has been affiliated with Independent Financial Group and Hooper Wealth Management since 2022. Martin is also a member and manager of ROWAMA LLC, a business entity focused on financial services. 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, financial planning, and retirement plan services, managing approximately $11.3 billion in regulatory assets through a national network of Investment Adviser Representatives.

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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