Schaumburg, IL Office

Team
Updated today

Client AUM

$12,285,674,078

Clients

25,896

Advisors

2

Of 461 advisors across 291 offices

Location

1375 E Woodfield Road, Suite 230/240

Schaumburg IL 60173

Advisors at this office

2

Advisors at this office

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Brandi R

Series 63, Series 65

Schaumburg, IL

Independent Financial Group, LLC

Brandi Ruffalo is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Independent Financial Group since 2009 and is the owner of The Business Development Company, which provides administrative and bookkeeping services. Ruffalo is also involved in business valuation and forensic consulting through Valuation & Forensic Partners, LLC. 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 through a national network of Investment Adviser Representatives and utilizes multiple advisory platforms 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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Richard K

Series 63, Series 65

Schaumburg, IL

Independent Financial Group, LLC

Richard Kasher 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 2009 and is also the owner of Diversified Tax Services, Inc., a tax preparation and consulting firm. In addition to his advisory role, Kasher provides consulting services related to business valuation and forensic analysis. 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 a range of brokerage, portfolio management, financial planning, and retirement services, utilizing multiple advisory programs and third-party asset managers to meet diverse client needs.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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