In The News, James R. Wigen, CAM® ChFM® CPM® CWM®, Sr. Portfolio Manager & Sr. Wealth Manager, Founder of Independent Financial Management or IFM, Approved as a FINRA Arbitrator
Independent Financial Management or IFM founder James R. Wigen has received the FINRA Arbitrator Certificate of Completion, for Dispute Resolution – Basic Arbitrator Training Program on September 23, 2023. James is now officially classified as a Non-Public Arbitrator, and can be selected for FINRA Arbitration Hearings.
James R. Wigen & IFM specializes in Custom Portfolio Management, Wealth Management, Financial/Retirement Planning & Insurance Services for Individuals and Businesses since 1996.
In addition to becoming a FINRA Arbitrator, James has also achieved the Chartered Asset Manager®, Chartered Financial Manager®, Chartered Portfolio Manager® & Chartered Wealth Manager® designations. These designations were issued by Global Academy of Finance and Management or GAFM®.
IFM currently offers Subscription Based Monthly Financial Advisory Services, and Free 40 page Financial Plans. IFM works under Independent Financial Partners or IFP, a Registered Investment Advisor firm, with over $10.5 billion under management as of January 1, 2023.
IFM Custodial Services offered through Charles Schwab, Fidelity Investments & Pershing LLC, for client assets. Both IFM & IFP are considered Fiduciaries, and IFM & IFP are separate entities.
James CAM® ChFM® CPM® CWM® designations are issued through Global Academy of Finance and Management or GAFM®.