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
Stefany Schade (CRD# 5353005) is an Investment Advisor Representative working at Independent Financial Group, LLC in Corpus Christi, TX and has over 16 years of experience in the finance industry.
Susan Schaufele (CRD# 3042775) is an Investment Advisor Representative working at Independent Financial Group, LLC in Westlake, OH and has over 20 years of experience in the finance industry.
Chad Schiel is an independent financial planner providing services in Orange County California. As an independent financial advisor free from sales quotas and corporate agendas, he takes the time needed in providing his clients with the best customer service, investments and solutions found anywhere. Are you working with a service provider like Schiel Wealth Management? Perhaps it’s time you start.
Mission Statement
Offer tailored, personalized financial solutions for individual investors and business owners by utilizing goal orientated planning, a diversified conservative investment strategy and uncompromising service.
Community Involvement:
Chad is an avid fly fisherman and enjoys volunteering with the Boy Scouts of America, and other youth organizations where he can share his passion for the outdoors with others. He is also an active member of the Exchange Club of San Clemente and the Marine Corps League.
Family:
Chad grew up in Yuma, a small farming community in Northeastern Colorado. His wife of eleven years, Jackie is a lifelong resident of Orange County, a Registered Nurse and enjoys volunteering at the local animal shelter. They reside in Mission Viejo with their growing family.
For more information on Chad's battle with lung cancer, work history and practice, read the Q&A Article from the Orange County Register.
Ronald Schley (CRD# 2210699) is an Investment Advisor Representative working at Independent Financial Group, LLC in Two Harbors, MN and has over 32 years of experience in the finance industry.
Keith Schlottman (CRD# 4119244) is an Investment Advisor Representative working at Independent Financial Group, LLC in Tucson, AZ and has over 24 years of experience in the finance industry.
Kerry Schmitz (CRD# 4440055) is an Investment Advisor Representative working at Independent Financial Group, LLC in Buffalo, MN and has over 21 years of experience in the finance industry.
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James Senglaub (CRD# 1060459) is an Investment Advisor Representative working at Independent Financial Group, LLC in Delafield, WI and has over 39 years of experience in the finance industry.
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