INDEPENDENT FINANCIAL RESOURCES, LLC

CONNECT

Address:

8118 Corporate Way, Suite 165
Mason, OH 45040-9560

Phone:

513-701-1099 or 877-223-1790

Fax/Other:

513-701-1098

Our Qualifications

Thomas J. Neess
The registrations Tom holds with LPL Financial are the Series 7 (General Securities), Series 8 (General Supervisor), Series 63 (State of Ohio), Series 65 (Registered Investment Advisor). He aloso holds Life and Health Insurance, Variable Life and Variable Annuities. He is the past Chairperson for the Greater Cincinnati Chamber of Commerce Branch Office Liaison Committee (1995-1999), past member of the Chamber's Branch Office Advisory Board (1997-1999), former Regional Development Board member for the Sisters of St. Joseph of Medaille, former Chairperson of the Ragin' Cajun Party (Sisters of St. Joseph vocational fundraiser) and past "Kitchen Cabinet" committee member for the successful re-elections (1996 & 2000) of the Honorable John S. Dowlin (Tom's former father-in-law) Hamilton County Commissioner.

W. Scott Thompson                                                                                                                                       His Registrations thought LPL Financial consist of the Series 7 (General Securities), Series 63 (State of Ohio), Series 65 (Registered Investment Advisor). He also holds his Life and Health Insurance as well as Variable Life and Variable Annuities.

Having a strong desire to help others achieve their financial goals, Scott knew it was important that he continue his own education to stay on the leading edge of a fast moving industry. To better serve his clientele of retirees, he has earned the Certified Senior Advisor® designation.

Alan Runkel
In addition to the investment and financial planning services that he provides, Alan has surrounded himself with professionals who are specialists in their fields to offer clients expertise in: Estate Planning; Long Term Care; Real Estate; and Corporate Retirement Plans.

Alan maintains the following licenses and registrations: Series 6; Series 7; Series 26; Series 63; Series 65 through LPL Financial. He also holds and his Variable Annuity license. Alan serves a wonderful clientele spread out through multiple states and is registered in the following States:  FL; IL; IN; KS; KY; MA; NC; NY; OH. In addition, Alan is an Investment Advisor Representative of Private Advisor Group. He is a Certified Retirement Counselor® through the International Foundation for Retirement Education.

Thomas M. Hagen,
The licenses he holds are Series 65 (Registered Investment Advisor), Series 7 (General Securities), Series 8 (Branch Manager), Series 63 (State of Ohio), through LPL Financial and Life and Health Insurance, Variable Life and Variable Annuities.