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Michael Francis Ventura

Independence Financial Advisors, LLC

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About Michael Francis Ventura

Michael Ventura is a financial advisor with over 20 years of experience in the financial services industry. Michael Ventura is currently registered with Independence Financial Advisors, LLC and has been with the firm since April 2011. Michael Ventura is also a registered representative with Infinitex Investments, Inc. Michael Ventura provides a variety of financial services, including investment management, financial planning, and retirement planning. Michael Ventura's office is located at 402 Central Street, Franklin, NH 03235.

Firm Information

Michael Ventura is currently registered with Independence Financial Advisors, LLC. Independence Financial Advisors, LLC is an independent financial advisor firm located in Franklin, NH. The firm manages over $432 million in assets for individuals, corporations, pension plans and high-net-worth clients. The firm provides financial planning, portfolio management, and fixed/fixed-index annuity products.
Independence Financial Advisors, LLC

402 CENTRAL STREET

FRANKLIN, NH 03235

$432.94M

Assets Under Management

Not reported

Total Clients

7

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.

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financial planning services

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

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advertisement and sale of fixed/ fixed-index annuity products

Advertisement and sale of fixed/ fixed-index annuity products

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.

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percentage of assets

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

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other

One-time project fees

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Michael Ventura’s Registration & Firm History

NH

04/11/2011 - Present

Independence Financial Advisors, LLC (FRANKLIN NH)

NH

04/01/1999 - 01/02/2015

INFINEX INVESTMENTS, INC. (FRANKLIN NH)

WI

05/08/1996 - 05/22/1997

INVEST FINANCIAL CORPORATION (APPLETON WI)

FL

06/15/1993 - 05/14/1996

INTERSECURITIES, INC. (ST. PETERSBURG FL)

CT

09/14/1992 - 06/15/1993

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

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Licenses & Designations

IA

Issued 12/28/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/26/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/1996

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/1996

Series 7 - General Securities Representative Examination

BC

Issued 09/10/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Francis Ventura.
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