Independence Square Advisors
Independence Square Advisors is an independent wealth management consulting firm with a simple mission; to support yours. We work with individual investors, business owners, and financial advisors across the country so that they can spend less time working and instead focus on doing what they love. Our community of professionals seeks to add value to your life and business through private wealth management, retirement plan consulting, and thoughtful insurance protection. Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member SIPC SIPC.org. Other advisory services offered through Independence Square Holdings, LLC a registered investment advisor. Independence Square is a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Verified contacts
40
available on Kipplo
LinkedIn employees
41
11 to 50 range
Open roles
—
no listings
Distinct roles
24
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
40 contacts with verified email or phone · masked until revealed.
- BJ
Blaise J Milanek
Wealth Advisor, Cis, Lpl Registered Principal at Independence Square Advisors · Other
EmailPhone - JE
Joe Elliott
Managing Partner Founder · General Business & Management
EmailPhone - KM
Karen McCarthy
Chief Operations Officer · Operations
EmailPhone - CG
Christopher Groeber
Wealth Advisor · Finance & Accounting
EmailPhone - DW
Dana Wiemer
Art Director · Advertising & Marketing
EmailPhone - MA
Monica Anne Pedano
Wealth Advisor · Finance & Accounting
EmailPhone - BM
Benjamin M. Auslander
Independent Financial Advisor · Finance & Accounting
EmailPhone - DA
Daniel Agoglia
Wealth Management Advisor · Finance & Accounting
EmailPhone - DM
Daniel Morse
Wealth Management Advisor · Finance & Accounting
EmailPhone
Showing 9 of 40 verified contacts
Top roles at Independence Square Advisors
24 distinct titles indexed · top 10 shown.
- 7wealth advisor
- 4wealth management advisor
- 3partner
- 2cfo
- 2financial advisor
- 2independent financial advisor
- 2sales coordinator
- 2wealth manager
- 1art director
- 1chief compliance officer
- +14more titles
Sign up to unlock all 40 contacts at Independence Square Advisors
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