Independent Financial Group, LLC

Overview

Independent Financial Group, LLC is a Broker Dealer and registered investment adviser based in San Diego, CA, registered since 1978. It reports $12.9B in assets under management across 54,951 accounts, with 624 employees. Its 644 registered representatives work across 356 branch offices in 40 states.

Reported AUM

$12.9B

Discretionary

98%

Accounts

54,951

Average account

$235K

Employees

624

Registered reps

644

Branch offices

356

Registered since

1978

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Limited Partnerships Primary Distributions
• Limited Partnerships Secondary Market
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Options
• 7 more

Executive officers 3 of 7

• Scott Allen Heising Chief Executive Officer, Managing Director CRD 2192259
• Kevin Michael Keefe President, Chief Operations Officer, Chief Operating Officer CRD 1869560
• David Allen Fischer Managing Director CRD 1634222

4 more executive officers, with direct contact details

Registered reps 3 of 644

• Nicholas Paul Abbott Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4818301
• Kyle David Addington Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2843482
• Melissa Marie Addington Registered Rep CRD 4525694

641 more registered reps, with emails, phones and branch locations

Location

Headquarters

12671 High Bluff Dr Ste 200
San Diego, CA 92130

County

San Diego

Metro area

San Diego-Chula Vista-Carlsbad, CA

Region

West

Branch offices

356 in 40 states, including San Juan Capistrano, CA, Honolulu, HI and Corpus Christi, TX

Registrations

• SEC registered, limited liability company formed in Delaware
• Registered in 53 jurisdictions
• Website: ifgsd.com

Every state, with registration dates

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