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 7 of 9

• Jodi Oyler PadgettCRD 1828918 · Prescott, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Edward Ray PaizCRD 4327469 · Corpus Christi, TX
  Broker
• Sandra Ann PappalardoCRD 1295983 · San Diego, CA
  IA RegisteredBroker
• Amrish Navnitbhai PatelCRD 4449749 · Scottsdale, AZ
  IA RegisteredBroker
• James Matthew PattonCRD 1273893 · Woodland Hills, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Lance Taylor PattonCRD 2585443 · Tehachapi, CA
  IA RegisteredBroker
• Richard Edmund PaveyCRD 1449203 · Yuma, AZ
  Broker
• Rick James PearlCRD 2591044 · Warsaw, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• John Raymond PearsonCRD 1587779 · Santa Rosa, CA
  IA RegisteredBroker
• Troy Dale PearsonCRD 2413897 · San Diego, CA
  IA RegisteredBroker
• Colin Henry PeltierCRD 7837484 · Henderson, NV
  IA RegisteredBroker
• Paul Wadsworth PendorfCRD 1673483 · Laguna Niguel, CA
  IA RegisteredBroker
• Gerard Barrett PerkinsCRD 5340519 · Chubbuck, ID
  IA RegisteredBroker
• Lewis Howard PerkinsCRD 847246 · Hermosa Beach, CA
  IA RegisteredBroker
• Stephen Travis PerreaultCRD 5610084 · Crofton, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• Lina PhanCRD 5326421 · San Gabriel, CA
  Broker
• George Eugene PitraCRD 2796552 · Leander, TX
  IA RegisteredBroker
• Victoria L PlumCRD 2030305 · Carlsbad, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• John David PodestoCRD 5371002 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Wojciech Tomasz PolowyCRD 4587014 · New Britain, CT
  IA RegisteredBroker
• Peter Douglas PrescottCRD 1283441 · San Juan Capistrano, CA
  IA RegisteredBroker
• Lee Michael PysnikCRD 4343613 · Diamond Bar, CA
  IA RegisteredBroker
• Scott Ronald PilchardCRD 2197234 · Scottsdale, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Lars Lael RaganCRD 4186673 · North Kansas City, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Nancy Kay RhewCRD 2237719 · San Diego, CA
  IA RegisteredBroker
• Daniel Davis RichardCRD 1422992 · Metairie, LA
  IA RegisteredBroker
• Carl John RidingCRD 5977700 · St. George, UT
  IA RegisteredBroker
• Jennifer RielCRD 7855742 · Chichester, NH
  IA RegisteredBroker
• Daniel Howard RobertsonCRD 4996482 · Boise, ID
  IA RegisteredBroker
• Scott Douglas RoetzelCRD 2339396 · Lincoln, NE
  IA RegisteredBroker
  Disclosure event(s) on record
• Kurt Diedrich RohrsCRD 4435254 · Sun Lakes, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Lorraine M RomanelloCRD 1293879 · Commack, NY
  Broker
• Daniel RubenCRD 5716704 · Westlake Village, CA
  IA RegisteredBroker
• Brandi Leigh RuffaloCRD 4452686 · Schaumburg, IL
  IA RegisteredBroker
• Mark Billings RulemanCRD 1644845 · Memphis, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Sara Elizabeth RasmussenCRD 5066206 · Tacoma, WA
  IA RegisteredBroker
• Jason Michael RoeslerCRD 7697598 · San Diego, CA
  Broker
• Christopher RomingCRD 7956126 · Goodyear, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Brett Jerome SaddlerCRD 4000846 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Katherine M SalterCRD 1207203 · Fullerton, CA
  IA RegisteredBroker
• Dan Eugene SandersCRD 1785159 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew Luke ScanlonCRD 2291471 · Scottsdale, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Stefany Tegeler SchadeCRD 5353005 · Corpus Christi, TX
  IA RegisteredBroker
• Susan Anne SchaufeleCRD 3042775 · Westlake, OH
  IA RegisteredBroker
• Chad W SchielCRD 5706184 · San Juan Capistrano, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Ronald Allen SchleyCRD 2210699 · Mobile, AL
  IA RegisteredBroker
  Disclosure event(s) on record
• Keith Douglas SchlottmanCRD 4119244 · Tuscon, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Kerry Jeanne SchmitzCRD 4440055 · Buffalo, MN
  IA RegisteredBroker
• Michael Louis SchwartzCRD 1241969 · Washington Crossing, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason Riichi SegawaCRD 4826346 · Honolulu, HI
  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.