Bernard C Makino
Investment adviser representative at Independent Financial Group, LLC
10 yearsExperience
2 statesRegistered in
$12.9BFirm assets
22 yearsFirm in business
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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
10 years in the industry.
- Independent Financial Group, LLCOct 2025 to now
- Makino FinancialJan 2024 to now
- Commonwealth Financial NetworkJan 2024 to Oct 2025
- Commonwealth Financial NetworkJan 2022 to Dec 2023
- Makino FinancialJan 2022 to Dec 2023
- UnemployedJun 2021 to Jan 2022
- Ugly Moose LLCJan 2016 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
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
- 5983735
- Firm CRD
- 7717