Chelsea Danielle Petrizzo

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

• 08/2020 → 12/2021
  Cuna Brokerage Services, Inc
  Waverly, IA
• 08/2014 → Present
  Clark County School District
  Las Vegas, NV
• 02/2018 → 12/2021
  Aveanna Healthcare
  Las Vegas, NV
• 08/2021 → Present
  Boulder Dam Credit Union
  Boulder City, NV
• 12/2021 → 03/2022
  Cuso Financial Services, Lp
  San Diego, CA
• 03/2022 → Present
  Independent Financial Group, Llc
  Boulder City, NV

Previous Registrations

• 2021-12-14 → 2022-03-29
  Cuso Financial Services, L.P.
  San Diego, CA
  Boulder City, NV
• 2021-01-07 → 2021-12-03
  Cuna Brokerage Services, Inc.
  Boulder City, NV

Other Businesses

(1) PETRIZZO FINANCIAL POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/28/2022 ADDRESS: 530 Avenue G, Boulder City NV 89005, United States DESCRIPTION: DBA name for marketing purposes

Exams

• S66 Uniform Combined State Law Examination
  2020-06-17

Other Names

• Chelsea Petrizzo
• Chelsea D Petrizzo