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Sharon Green

Independent Financial Group, LLC

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About Sharon Green

Sharon Green is a financial advisor with over 30 years of experience in the industry. Sharon is currently registered with Independent Financial Group, LLC, and has been with the firm since September 2020. Prior to that, Sharon was with Woodbury Financial Services, Inc., and SII Investments, Inc. Sharon specializes in providing financial planning and portfolio management services to individuals, businesses, and retirement plans. Sharon also serves as a FINRA arbitrator.

Firm Information

Sharon Green is currently registered with Independent Financial Group, LLC. Independent Financial Group, LLC is a limited liability company formed in July 2001 and headquartered in San Diego, California. The firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Independent Financial Group, LLC

12671 HIGH BLUFF DR

SAN DIEGO, CA 92130

$6.75B

Assets Under Management

270

Total Clients

524

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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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fixed fees

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

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Sharon Green’s Registration & Firm History

WI

01/01/2025 - Present

Independent Financial Group, LLC (ELM GROVE WI)

WI

01/12/2018 - 08/07/2020

WOODBURY FINANCIAL SERVICES, INC. (ELM GROVE WI)

WI

11/14/2002 - 01/16/2018

SII INVESTMENTS, INC. (Elm Grove WI)

WI

02/07/1994 - 11/15/2002

WELLINGTON INVESTMENT SERVICES CORP. (BROOKFIELD WI)

NA

10/19/1990 - 01/13/1994

DAIN BOSWORTH INCORPORATED

NY

11/16/1989 - 10/26/1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

01/24/1989 - 11/29/1989

BLUNT ELLIS & LOEWI INCORPORATED

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Licenses & Designations

IA

Issued 11/24/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sharon Green.
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