Wojciech Tomasz Polowy

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → Present
  Independent Financial Group Llc
  Hartford, CT
• 07/2023 → Present
  Wealth America
  New Britain, CT
• 07/2023 → Present
  My Wealth America
  New Britain, CT

Previous Registrations

• 2013-02-06 → 2014-03-21
  Lpl Financial Llc
  Hartford, CT
• 2003-01-23 → 2003-07-08
  Ameriprise Financial Services, Llc
  East Hartford, CT

Other Businesses

CRUMP INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2013 ADDRESS: 750 Main Street, Suite 400, Hartford CT 06103, United States DESCRIPTION: AGENT OF CRUMP INSURANCE CREDIT GUARD CORPORATION D/B/A STREET SMART POSITION: Referring agent of Property & Casualty business. NATURE: Referral Services INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2020 ADDRESS: 750 Main Street, Suite 400, Hartford CT 06103, United States DESCRIPTION: Referring new prospect for quoting of property and casualty business. INSURE CONNECTICUT, LLC POSITION: Owner NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2022 ADDRESS: 116 Garry Drive, New Britain CT 06052, United States DESCRIPTION: Property and Casualty Insurance. WEALTH AMERICA AKA - MY WEALTH AMERICA POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/05/2023 ADDRESS: 116 Garry Drive, New Britain CT 06052, United States DESCRIPTION: Owner and financial advisor THE BALLET THEATER COMPANY POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/12/2024 ADDRESS: 20 Jefferson Ave, West Hartford CT 06110, United States DESCRIPTION: I am a voting board member of the Ballet Theater Company. My responsibilities include attending meetings and voting on any agenda or motion items. BUSINESS NETWORKING INTERNATIONAL (BNI) POSITION: Member. NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 11/13/2024 ADDRESS: 635 New Park Ave, West Hartford, CT 06110, United States DESCRIPTION: To participate in weekly meetings, network and provide referrals to trusted partners. RENTAL PROPERTY POSITION: Owner of the property NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 116 Garry Drive, New Britain CT 06052, United States DESCRIPTION: (5) RENTAL PROPERTY OWNER/LANDLORD SINCE 7/17/2018. NON-INVESTMENT RELATED. APPROXIMATELY 5% TIME SPENT. ACTIVITY CONDUCTED IN BRISTOL, CT. THE CONTENT HIVE POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/08/2025 ADDRESS: 70 West Main Street, Suite 309, New Britain CT 06053, United States DESCRIPTION: Provide insight into marketing to my partners and help spread the word by networking. CREDIT GUARD CORPORATION D/B/A STREET SMART POSITION: Referringagent of Property & Casualty business. NATURE: Referral Services INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2020 ADDRESS: 71 Raymond Road, West Hartford CT 06107, United States DESCRIPTION: Referring new prospect for quoting of property and casualty business. CRUMP INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2013 ADDRESS: 71 Raymond Road, West Hartford CT 06107, United States DESCRIPTION: (3) AGENT OF CRUMP INSURANCE SINCE 2013, SELLING LIFE & HEALTH INSURANCE, AND DISABILITY. NON-INVESTMENT RELATED. 10% TIME SPENT ON ACTIVITY. BUSINESS CONDUCTED IN SALT LAKE CITY, UT.

Exams

• S66 Uniform Combined State Law Examination
  2013-02-28