linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher George Groeber

Independence Square Holdings, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher George Groeber

Christopher Groeber is a financial advisor with Independence Square Holdings, LLC. Christopher has been in the industry since 2003 and holds Series 7 and Series 66 licenses. He has experience in providing investment advice to individuals, charitable organizations, pension and profit-sharing plans, and corporations. Christopher's firm provides financial planning, cash management and mortgage services, and portfolio management for individuals.

Firm Information

Christopher Groeber is currently registered with Independence Square Holdings, LLC. Independence Square Holdings, LLC is a registered investment advisor headquartered in King of Prussia, PA. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. They offer a range of services, including financial planning, portfolio management, and cash management services.
Independence Square Holdings, LLC

150 SOUTH WARNER ROAD

KING OF PRUSSIA, PA 19406

$1.15B

Assets Under Management

50

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

cash management & mortgage services

Cash management & mortgage services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Groeber’s Registration & Firm History

PA

01/13/2020 - Present

Independence Square Holdings, LLC (KING OF PRUSSIA PA)

PA

10/24/2003 - 02/13/2013

AMERIPRISE FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)

MN

10/24/2003 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Christopher George Groeber is right for you?

Licenses & Designations

BOTH

Issued 12/11/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher George Groeber.
Not sure if Christopher George Groeber is right for you?