Independent Financial Group, LLC
RIA
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 8 of 9
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Michael SenglaubCRD 6947371 · Delafield, WIIA RegisteredBroker
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Nimish ShahCRD 8051165 · Scottsdale, AZIA RegisteredBroker
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Julie ShenCRD 5509300 · Pasadena, CAIA RegisteredBrokerDisclosure event(s) on record
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Thomas Dwayne SitzmanCRD 1281979 · Gilbert, AZBroker
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Nathan Keith SloanCRD 5741434 · Harker Heights, TXIA RegisteredBroker
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Colton Shane SmithCRD 4387980 · Lehi, UTBroker
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Meshan Antoinette SmithCRD 6071293 · Brentwood, TNIA RegisteredBroker
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Scott Wayne SmithCRD 2890928 · Fresno, CAIA RegisteredBroker
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Raymond Frank SoleCRD 2215439 · Westlake, OHBroker
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Matthew SpeedCRD 6177998 · Houston, TXIA RegisteredBroker
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Stacey M Stanek-ByarsCRD 4151750 · San Luis Obispo, CAIA RegisteredBroker
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Robert John SteyertCRD 1122075 · Myrtle Beach, SCIA RegisteredBroker
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Bruce Phillips StoneCRD 842768 · Costa Mesa, CAIA RegisteredBrokerDisclosure event(s) on record
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Paula A StrumblyCRD 4322519 · Willoughby Hills, OHIA RegisteredBroker
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Paul R SutherlandCRD 6386045 · Grants Pass, ORIA RegisteredBroker
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Steven Roy SutleyCRD 2492755 · Sacramento, CAIA RegisteredBroker
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Richard SoennichsenCRD 1369108 · Santa Rosa, CAIA RegisteredBrokerDisclosure event(s) on record
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Parker F SpencerCRD 7587738 · Lehi, UTIA RegisteredBroker
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Michael Anthony SteinkampCRD 5326192 · Arnold, MOIA RegisteredBroker
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William C StewardCRD 3019465 · Scottsdale, AZIA RegisteredBroker
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Erica Lynn TannerCRD 4965798 · San Diego, CABroker
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Kerry Wesley TannerCRD 1006125 · Tempe, AZIA RegisteredBrokerDisclosure event(s) on record
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Michael Anthony TanneryCRD 1538345 · Richardson, TXIA RegisteredBrokerDisclosure event(s) on record
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Nicholas Alan TealCRD 7714148 · Saint Louis, MOBroker
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Willie Robert ThomasCRD 7822628 · Manhattan, KSIA RegisteredBroker
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Bradford Thomas TomCRD 3081739 · Honolulu, HIIA RegisteredBroker
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Katherine TracyCRD 4345531 · Prescott Valley, AZBroker
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Timothy Thomas TracyCRD 1629392 · Prescott Valley, AZIA RegisteredBroker
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Keith Russell TrezekCRD 2143555 · Oceanside, CAIA RegisteredBroker
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Shao-Tsung TsengCRD 5704440 · Sunnyvale, CAIA RegisteredBrokerDisclosure event(s) on record
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Jerry Ernest TumaCRD 730104 · Dallas, TXIA RegisteredBrokerDisclosure event(s) on record
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Robert Wesley TurleyCRD 1519293 · New Port Richey, FLBroker
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Todd Anthony TurnerCRD 2877062 · Brentwood, TNIA RegisteredBroker
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Justin Michael TanquistCRD 7939163 · Goodyear, AZIA RegisteredBroker
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Conrad Anthony TarteCRD 728899 · Waterbury, CTIA RegisteredBrokerDisclosure event(s) on record
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Edwin Lewis UnlandCRD 2335162 · Long Beach, CAIA RegisteredBroker
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Gail Marie UrbanCRD 5650884 · Manhattan, KSIA RegisteredBrokerDisclosure event(s) on record
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Jerald Glen Van HoutenCRD 3046914 · Modesto, CAIA RegisteredBroker
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David Charles VazCRD 1146432 · San Diego, CAIA RegisteredBroker
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John VelezCRD 836257 · Marana, AZIA RegisteredBroker
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Craig William VenardCRD 1315394 · Saint Louis, MOIA RegisteredBroker
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Christopher Michael VizziCRD 5095868 · San Clemente, CAIA RegisteredBroker
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Timothy J VitenseCRD 6769859 · Bloomington, MNIA RegisteredBrokerDisclosure event(s) on record
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Jay Daryl WahlinCRD 3239286 · Palm Desert, CAIA RegisteredBroker
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Charles Kenneth WarehamCRD 2193537 · Hartford, CTIA RegisteredBrokerDisclosure event(s) on record
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Edward Ellis WatsonCRD 2883496 · Salinas, CAIA RegisteredBroker
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Miles Nilson WeatherupCRD 3269497 · San Diego, CABroker
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Jeremy WebbCRD 6152078 · Fayetteville, ARIA RegisteredBroker
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John Stephen WeissCRD 1097536 · San Clemente, CABrokerRegistration inactiveDisclosure event(s) on record
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Charles Raymond WeldonCRD 1030659 · Boca Raton, FLIA RegisteredBrokerDisclosure event(s) on record
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.
SEC IAPD record for firm CRD 7717 ↗
FINRA BrokerCheck record for firm CRD 7717 ↗
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Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.