Michael Senglaub

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

• 04/2018 → 08/2019
  Senglaub Financial Group
  Delafield, WI
• 08/2016 → 04/2018
  Roman Catholic Diocese Of Madison, Inc.
  Madison, WI
• 08/2019 → Present
  Independent Financial Group
  San Diego, CA
• 06/2018 → 08/2019
  Sagepoint
  Delafield, WI

Previous Registrations

• 2018-09-28 → 2019-08-21
  Osaic Services, Inc.
  Delafield, WI

Other Businesses

(1) INSURANCE AGENT POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/30/2018 ADDRESS: 3960 Hillside Dr., Ste. 201, Delafield WI 53018, United States DESCRIPTION: WI INSURANCE AGENT SELLING VARIOUS TYPES OF INSURANCE PRODUCTS. (2) SENGLAUB FINANCIAL GROUP POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/08/2020 ADDRESS: 3960 Hillside Dr., Ste. 201, Delafield WI 53018, United States DESCRIPTION: Registered representative at DBA used for marketing securities and advisory services. (3) CATHOLIC COMMUNITY - LAND DEVELOPMENT PROJECT POSITION: Board Member NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 07/04/2024 ADDRESS: 1235 Niagara Road, Oconomowoc WI 53066, United States DESCRIPTION: Serving on a board that has a minimum of 3 members to help make decisions for and guide the entity, however I will not make financial decisions for the organization. (4) INSTITUTE FOR HUMAN STEWARDSHIP POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 08/19/2024 ADDRESS: 617 Cole St., Watertown WI 53094, United States DESCRIPTION: Serving on a board that has a minimum of 3 members to help make decisions for and guide the entity, however I will not make financial decisions for the organization per 4.1-4.4 above.As of 6/20/25 I will also be serving in a bookkeeping function, however I will not be handling money or donations directly. (5) MARIA COMMONS POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/06/2026 ADDRESS: 5753 Spring Branch Road, Montgomery TX 77316, United States DESCRIPTION: Serving as a board member for a non-profit agricultural project in Texas. (6) VERAX PATRIA POSITION: Board Member & Secretary NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/15/2026 ADDRESS: 1235 Niagara Road, Oconomowoc WI 53066, United States DESCRIPTION: Serving as a board member and note taking during meetings. (7) LION STREET, INC. POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 08/20/2025 ADDRESS: 3960 Hillside Dr., Ste. 201, Delafield WI 53018, United States DESCRIPTION: Owner and sales rep on an owner's grid.

Exams

• S66 Uniform Combined State Law Examination
  2018-09-27

Designations

• Certified Financial Planner