James 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

• 08/2010 → 12/2021
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 12/2021 → 03/2022
  Cuso Financial Services, Lp
  San Diego, CA
• 12/2021 → Present
  Boulder Dam Credit Union
  Boulder City, NV
• 03/2022 → Present
  Independent Financial Group, Llc
  Boulder City, NV

Previous Registrations

• 2022-01-07 → 2022-02-07
  Cuso Financial Services, L.P.
  San Diego, CA
  Boulder City, NV
  Boulder City, NV
• 2010-08-10 → 2021-12-03
  Cuna Brokerage Services, Inc.
  Waverly, IA
  Las Vegas, NV
  Las Vegas, NV
  Boulder City, NV
• 2009-02-06 → 2010-08-04
  Osaic Fs, Inc.
  Las Vegas, NV
• 2005-03-24 → 2009-01-09
  Voya Financial Advisors, Inc.
  Las Vegas, NV
  Las Vegas, NV
  San Marcos, CA
  Henderson, NV

Other Businesses

(1) PETRIZZO FINANCIAL POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/25/2022 ADDRESS: 530 Ave G, Boulder City NV 89005, United States DESCRIPTION: DBA name for marketing purposes

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-01-05
• S63 Uniform Securities Agent State Law Examination
  1994-10-01

Designations

• Chartered Financial Consultant