Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through its team of independent financial professionals. Their representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds.

Finance

Independent Financial Group

Independent Financial Group's headquarters in San Diego, CA, United States

Scott Heising

Kevin Keefe

Madison Turbeville Caia

Sarah Kreisman

The Registered Representatives and Principals team at Independent Financial Group, LLC offers tailored financial advice and investment solutions to clients, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds. They ensure client portfolios are managed effectively while adhering to regulatory standards and maintaining high ethical practices.

Registered Representatives and Principals

The Leadership Team at Independent Financial Group plays a crucial role in setting the strategic direction of the firm, ensuring compliance with regulatory standards, and fostering a culture of integrity and excellence. Comprising co-founders and vice presidents specializing in various sectors, the team collaborates to enhance service delivery, support independent financial professionals, and drive growth through innovative investment solutions. Their collective expertise ensures that the firm remains competitive while prioritizing client interests and adherence to legal standards.

Leadership Team

The Supervision and Compliance team at Independent Financial Group, LLC ensures adherence to regulatory standards and internal policies. This team oversees branch activities, conducts inspections, manages compliance issues, and provides legal guidance to maintain the firm's integrity and protect client interests.

Supervision and Compliance

The Wealth Management team at Independent Financial Group provides comprehensive financial planning and investment services, tailored to the unique needs of individual and institutional clients. This team specializes in creating personalized wealth strategies, managing portfolios, advising on retirement planning, and offering expertise in a variety of investment products, including mutual funds, annuities, and life insurance. Their goal is to help clients achieve financial security and growth through expert advice and strategic investment management.

Wealth Management

The Investment and Annuity Services team at Independent Financial Group, LLC, specializes in providing tailored investment solutions and annuity products to clients. This team develops and manages a range of financial products, including alternative investments, annuities, and insurance options, ensuring clients receive well-researched, personalized advice to meet their financial goals.

Investment and Annuity Services

The Marketing and Sales Team at Independent Financial Group, LLC is responsible for developing and executing strategic initiatives to promote the company's financial products and services. This includes creating marketing materials, coordinating corporate events, expanding business opportunities, and recruiting top talent, all with the goal of enhancing brand visibility and driving sales growth.

Independent Financial Group

Org chart

Teams

Registered Representatives and Principals

Leadership Team

Supervision and Compliance

Wealth Management

Investment and Annuity Services

Marketing and Sales Team

Offices

Independent Financial Group

Org chart

Teams

Registered Representatives and Principals

Leadership Team

Supervision and Compliance

Wealth Management

Investment and Annuity Services

Marketing and Sales Team

Offices

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