Joseph Terrence Glomski
Investment adviser representative at Independent Financial Group, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.9BFirm assets
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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
14 years in the industry.
- Cambium Wealth and Legacy StrategiesDec 2020 to now
- Independent Financial Group, LLCDec 2020 to now
- NauAug 2020 to Dec 2020
- Raven & WyvernMay 2020 to Aug 2020
- Reliance Printing SolutionsAug 2019 to Feb 2020
- Page Springs VineyardsMay 2019 to Aug 2019
- NauAug 2017 to May 2019
- Berry DivineApr 2017 to Aug 2017
- Full Stime StudentDec 2012 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7318697
- Firm CRD
- 7717