Vanessa Mazzone
Investment adviser representative at Independent Financial Group, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Independent Financial Group, LLCAug 2023 to now
- The BarreAug 2023 to Oct 2024
- Kb Co.Oct 2022 to Dec 2024
- Dr. Petter Bacos, DdsOct 2021 to Oct 2022
- Dr. Gerald Gutsell, DdsMar 2018 to Mar 2022
- StarbucksJun 2017 to Mar 2018
- Am Retail GroupSep 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7800544
- Firm CRD
- 7717