Independent Financial Group, LLC
Independent Financial Group, LLC (CRD# 7717) is a financial advisory firm headquartered in San Diego, CA. They manage $6,750,889,024 in 30,369 accounts and serve the financial needs of clients across 52 states (or territories).
-
Total Assets Under Management6,751MILLION
-
Total Number of Accounts30,369ACCOUNTS
-
Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
![](/img/ws/firm-ria-sec-logo.png)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Tristan King (CRD# 6249360) is an Investment Advisor Representative working at Independent Financial Group, LLC in Southlake, TX and has over 10 years of experience in the finance industry.
Katherine Kirkpatrick (CRD# 4530467) is an Investment Advisor Representative working at Independent Financial Group, LLC in Eagle, ID and has over 22 years of experience in the finance industry.
Paul Knoblich (CRD# 1447147) is an Investment Advisor Representative working at Independent Financial Group, LLC in Calistoga, CA and has over 27 years of experience in the finance industry.
Duane Knopke (CRD# 813353) is an Investment Advisor Representative working at Independent Financial Group, LLC in Escondido, CA and has over 40 years of experience in the finance industry.
Jason Koch (CRD# 5301352) is an Investment Advisor Representative working at Independent Financial Group, LLC in Sussex, WI and has over 17 years of experience in the finance industry.
David Koehler (CRD# 4832628) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Jose, CA and has over 19 years of experience in the finance industry.
Joshua Koehnen (CRD# 4551444) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 21 years of experience in the finance industry.
Michael Kolacz (CRD# 2566829) is an Investment Advisor Representative working at Independent Financial Group, LLC in Rockwall, TX and has over 28 years of experience in the finance industry.
Simon Kramedjian (CRD# 1088120) is an Investment Advisor Representative working at Independent Financial Group, LLC in Bend, OR and has over 40 years of experience in the finance industry.
Garth Krieger (CRD# 4055025) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 24 years of experience in the finance industry.