Independent Financial Group, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

7717

SEC number

801-62667

Firm type

RIA

Assets under management

$12.9B as of Mar 17, 2026

Website

www.ifgsd.com ↗

Phone

858-436-3180

Address

12671 High Bluff Dr, San Diego, CA, 92130

Advisors at this firm

425 in our index · page 5 of 9

• Thomas Francis KehoeCRD 2891711 · Fairview Park, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Donovan Thomas KellyCRD 2622366 · Billings, MT
  IA RegisteredBroker
  Disclosure event(s) on record
• Lawrence Joseph KellyCRD 267125 · Doylestown, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kurt Patrick KennedyCRD 1746205 · San Luis Obispo, CA
  IA RegisteredBroker
• Tristan Andrew KingCRD 6249360 · Southlake, TX
  IA RegisteredBroker
• Katherine Anne KirkpatrickCRD 4530467 · Eagle, ID
  IA RegisteredBroker
  Disclosure event(s) on record
• Kyle Jensen KirwanCRD 5088691 · Henderson, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul Louis KnoblichCRD 1447147 · Calistoga, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Duane Keith KnopkeCRD 813353 · Escondido, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason G KochCRD 5301352 · Sussex, WI
  IA RegisteredBroker
• David Richard KoehlerCRD 4832628 · San Jose, CA
  IA RegisteredBroker
• Julia Helen Kohan ShiraziCRD 5701178 · San Diego, CA
  Broker
• Michael David KolaczCRD 2566829 · Rockwall, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• John KolodyCRD 1780995 · Flagstaff, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Daniel Adam KravitzCRD 3040858 · Temecula, CA
  Broker
• Garth Lee KriegerCRD 4055025 · New Meadows, ID
  IA RegisteredBroker
  Disclosure event(s) on record
• Gregory James KurinecCRD 5082061 · Downers Grove, IL
  IA RegisteredBroker
• Evan Peter KimbroCRD 7841099 · Costa Mesa, CA
  IA RegisteredBroker
• Alexander Sholle KozakCRD 7554979 · Sedona, AZ
  IA RegisteredBroker
• Assen Alexandrov KuklinCRD 6241473 · North Port, FL
  IA RegisteredBroker
• Jeffrey Alan KulikCRD 4375001 · San Diego, CA
  Broker
• Seiko KuribayashiCRD 8203212 · Torrance, CA
  IA RegisteredBroker
• Franklin Romeo LaraCRD 5657622 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Lianne Nichole LarsonCRD 3226308 · Irvine, CA
  IA RegisteredBroker
• Steven Edward LebaronCRD 1353793 · Murrieta, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• John Kacheong LeeCRD 2948622 · Pleasanton, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jung Hun LeeCRD 4410932 · Seattle, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Daniel Bartley LeonardCRD 1713007 · Lakewood, CO
  Broker
• Rebecca S LeonardCRD 5129872 · Lakewood, CO
  IA RegisteredBroker
• Bruce Scott LevitusCRD 2258556 · San Diego, CA
  IA RegisteredBroker
• Joshua William LevitusCRD 7402696 · Exton, PA
  IA RegisteredBroker
• Tin Wai LiCRD 4367068 · Rockville, MD
  IA RegisteredBroker
• John Powell LinslyCRD 2451880 · Virginia Beach, VA
  Broker
• Brett Cyril LittleCRD 4717405 · Fresno, CA
  IA RegisteredBroker
• Bradley Burt LivingstoneCRD 3079544 · Lucas, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Angela Maria LordCRD 6069877 · San Juan Capistrano, CA
  IA RegisteredBroker
• Daniel Tuan Kien LoyCRD 3029654 · Milpitas, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Theodore LumCRD 1016779 · Alamo, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Alexandra Wells LavalleeCRD 6694268 · San Jose, CA
  IA RegisteredBroker
• Mason Lewis LefcourtCRD 8108690 · Marana, AZ
  IA RegisteredBroker
• Michael Eugene LeydigCRD 3112051 · Marysville, WA
  Broker
• Guannan LiCRD 7592694 · Diamond Bar, CA
  IA RegisteredBroker
• Hal LippmanCRD 2264039 · Fort Lauderdale, FL
  IA RegisteredBroker
• Jeffrey Ryan LippmanCRD 8035687 · Fort Lauderdale, FL
  Broker
• Lance Mathew LippmanCRD 8142008 · Fort Lauderdale, FL
  Broker
• Jeremy LyonsCRD 6971760 · Henderson, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• Chih-Tao MaCRD 4151461 · Diamond Bar, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott Ryland MachenCRD 4578808 · Gold River, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jaime M MacielCRD 6191539 · San Diego, CA
  Broker
• Duayne Joseph MadlCRD 833183 · Shawnee, KS
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.