Our Qualifications

Education, Knowledge and Experience

Richard W. Bolek is a Registered Principal Offering Securities and Advisory Services Through Independent Financial Group LLC, a Registered Broker-Dealer and Investment Advisor. Member FINRA and SIPC. 

A graduate of Drake University, Des Moines, IA.,

Rich earned a Bachelor of Science Degree in Accounting

Received additional education from DePaul University, Chicago, IL.

Member National Society of Tax Professionals

Certified Financial Planner™ 

Registered Financial Consultant

Series 6, 7, 26 Securities Licensed, Life and Health Insurance Licensed in the states of Arizona, California, Colorado, Florida, Illinois, Michigan, New Mexico, Pennsylvania and Texas

Over 25 years experience in the tax and financial planning industries

Rich has taught numerous courses for registered representatives and is a frequent speaker on the subjects of Investment and Tax Planning.



Email Rich at:  rbolek@financialplanningoffices.com