Karen Lynn Brelsford
Investment adviser representative at Independent Financial Group, LLC
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.9BFirm assets
Are you Karen Lynn Brelsford? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Independent Financial Group, LLCOct 2025 to now
- Cic WealthDec 2013 to Nov 2017
- Commonwealth Financial NetworkAug 2003 to Oct 2025
- Self EmployedMay 2002 to Oct 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (MD).
Independent Financial Group, LLC
$12.9BAssets managed
26,635Clients
460Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4632728
- Firm CRD
- 7717