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).
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Total Assets Under Management6,751MILLION
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Total Number of Accounts30,369ACCOUNTS
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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)
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.