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About Us

The members on our team specialize in multiple areas of concern and we’d be happy to show you how our services fit into your overall individual needs.

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W248 N5233 Executive Drive
Suite 500
Sussex WI 53089

E: jana@forwardfg.com
P: 262-444-5401
F: 262-444-5402

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Securities offered through LPL Financial member FINRA /SIPC. Forward Financial Group is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC a registered investment advisor. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WI, AZ, FL, TX, IL, CA, CO, IN, MI, MN, NV, NC, SC, AK, GA, MO, NJ, NY, OH, PA, SD, VA and WA.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

LPL Financial Form CRS
Independent Advisor Alliance Form CRS

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