Richard Walter Bolek

Current Employers

Employment History

• 04/2005 → Present
  Independent Financial Group, Inc
  Sun City West, AZ
• 04/2005 → Present
  Independent Financial Group, Llc
  Sun City West, AZ
• 05/1992 → Present
  Strategic Financial Group
  Sun City West, AZ

Previous Registrations

• 2005-04-27 → 2005-10-21
  Independent Financial Group, Llc
  Sun City West, AZ

Other Businesses

(1) DESTINATION WEALTH ADVISOR GROUP POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/26/2020 ADDRESS: 13540 Camino Del Sol, #4, Sun City West AZ 85375, United States DESCRIPTION: 50% owner of DBA used to market securities and advisory services. (2) STRATEGIC FINANCIAL GROUP POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 15 START DATE: 05/01/1992 ADDRESS: 13540 Camino Del Sol, #4, Sun City West AZ 85375, United States DESCRIPTION:100% OWNER OF STRATEGIC FINANCIAL GROUP. PROVIDING TAX PREPARATION. (3) CHILL ZONE, LLC POSITION: Member NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2006 ADDRESS: 850 N Quimby Dr, Wickenburg AZ 85390, United States DESCRIPTION: (5) 50% OWNER OF CHILL ZONE, LLC. VACATION PROPERTY. NON-INVESTMENT RELATED. LESS THAN 1% TIME SPENT. LOCATED IN MUNDS PARK, AZ (4) FINANCIAL PLANNING OFFICES OF RICHARD W. BOLEK POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2015 ADDRESS: 1 East Apache Street #h, Wickenburg AZ 85390, United States DESCRIPTION: (4) 100% OWNER OF DBA FINANCIAL PLANNING OFFICES OF RICHARD W. BOLEK. PROVIDING CONSULTING, TRUST DOCUMENT PREPERATION AND INSURANCE SERVICES, INCLUDING LIFE, HEALTH AND FIXED ANNUITIES. SINCE 2015. INVESTMENT RELATED. 10% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (5) AZBERR FAMILY TRUST POSITION: Trustee & Grantor & POA of My Family Trust with myself and my wife Bobbie Bolek NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: 850 N Quimby Dr, Wickenburg AZ 85390, United States DESCRIPTION: Trustee, Grantor, POA of my family trust with my wife Bobbie Bolek (6) DWAG & CO POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 15 START DATE: 05/01/1992 ADDRESS: 1 E Apache St # H, Wickenburg AZ 85390, United States DESCRIPTION: (1) 100% OWNER- DWAG& CO TAX PREPARATION SINCE 05/1992. NON INVESTMENT RELATED. APPROX 10% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. NAME CHANGE FROM STRATEGIC FINANCIAL GROUP EFFECTIVE 2024 (7) TRUSTEE POSITION: Trustee NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/21/2011 ADDRESS: 850 N Quimby Dr, Wickenburg AZ 85390, United States DESCRIPTION: (3) TRUSTEE FOR PARENTS TRUST, WALTER & STELLA BOLEK TRUST . BOTH PARENTS DECEASED. NO METHOD OF PAY/COMPENSATION. NON-REPORTABLE. BUSINESS CONDUCTED AT REPS RESIDENTIAL ADDRESS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-05-07

Designations