James Luke Flanagan

Current Employers

Employment History

• 04/2010 → Present
  Independent Financial Group
  San Diego, CA

Previous Registrations

• 2009-09-10 → 2010-04-12
  Fsc Securities Corporation
  Naperville, IL
  Naperville, IL
• 2003-08-01 → 2009-08-26
  Waterstone Financial Group, Inc.
  Naperville, IL
  Naperville, IL
• 2001-06-20 → 2003-09-03
  Re-Direct Securities Corp
  Naperville, IL

Other Businesses

(1)PRO BONO FINANCIAL ADVICE POSITION: Employee NATURE: Consulting Services INVESTMENT RELATED: Y # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2000 DESCRIPTION:PROVIDING Free FINANCIAL ADVICE TO CANCER PATIENTS . (2) JAMES FLANAGAN-PACKING FOR RETIREMENT BOOK POSITION: Author NATURE: Other: INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 1 START DATE: 02/14/2026 DESCRIPTION: Booked authored by Jim. (3)CIRCLE F PROPERTIES POSITION: Employee NATURE: Other: INVESTMENT RELATED: Y # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 1408 Elgin, Forest Park IL 60130 DESCRIPTION: 50% OWNER OF CIRCLE F PROPERTIES (4)INSURANCE AGENT POSITION: Employee NATURE: Insurance outside of IFG INVESTMENT RELATED: Y #OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/1987 DESCRIPTION: IL INSURANCE AGENT (5) BENTRON FINANCIAL GROUP POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1998 ADDRESS: 3020 Woodcreek Drive, Suite C1, Downers Grove IL 60515, United States DESCRIPTION: (1) IL INSURANCE AGENT/OWNER DBA BENTRON FINANCIAL GROUP FOR LIFE, DISABILITY AND HEALTH INSURANCE SALES. ALSO PROVIDING FINANCIAL PLANNING & ESTATE PLANNING REFERRAL (TO ATTY) SVCS SINCE 1-2000. 50% TIME SPENT. (6) TRITON COLLEGE EDUCATION SERVICES POSITION: Employee NATURE: Teaching/Coaching INVESTMENT RELATED: No #HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 2000 Fifth Ave., River Grove IL 60139, United States DESCRIPTION: PROFESSOR TRITON COLLEGE (7) CIRCLE F PROPERTIES INC POSITION: Employee NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: N # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 1408 Elgin, Forest Park IL 60130 DESCRIPTION: 50% OWNER OF CIRCLE F PROPERTIES INC (8) TERRA NOVA FILMS POSITION: Volunteer NATURE: Board Member (Profit or Non-Profit) INVESTMENT RELATED: N #OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 3020 Woodcreek Drive, Suite C1, Downers Grove IL 60515 DESCRIPTION: TREASURER FOR TERRA NOVA FILMS. (9) PROFESSOR OF GERONTOLOGY AT CONCORDIA POSITION: Employee NATURE: Teaching/Coaching INVESTMENT RELATED: # OF HOURS: 12 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2017 ADDRESS: 7900 W Augusta, River Forest IL 60305 DESCRIPTION: ADJUNCT PROFESSOR AT CONCORDIA UNIVERSITY. (10) CIRCLE OF LIFE, INC. POSITION: Independent Contractor NATURE: Consulting Services INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2018 ADDRESS: 3020 Woodcreek Drive, Suite C1, Downers Grove IL 60515 DESCRIPTION: CONSULTANT FOR CIRCLE OF LIFE CONSULTING, INC. (11) AFFINITY WEALTH MANAGEMENT, INC. POSITION: Employee NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/25/2021 ADDRESS: 755 William, River Forest IL 60305 DESCRIPTION: OUTSIDE INSURANCE. (12) ROSE LAKE ASSOCIATION POSITION: Treasurer. NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/07/2024 ADDRESS: , IL , DESCRIPTION: Prepare budget, attend meetings. Reconcile bank bookkeeping. (13) BFG TAX SERVICE INC POSITION: Officer/Director NATURE: Tax Preparation/ INVESTMENT RELATED: No # OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 3020 Woodcreek Drive, Suite C1, Downers Grove IL 60515 DESCRIPTION: Oversee operations of tax service. I employ qualified tax preparers. (14) INDEPENDENT ADVISOR RESOURCES INC POSITION: Officer/Director NATURE: Insurance outside of IFG INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2025 ADDRESS: 105 N Cody RD, Le Claire IA 52753 DESCRIPTION: Recruit develop and train agents to sell life insurance and fixed annuities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-27
• S63 Uniform Securities Agent State Law Examination
  1991-12-12