American Independent Securities Group, LLC

Overview

American Independent Securities Group, LLC is a Broker Dealer and registered investment adviser based in Eagle, ID, registered since 2005. It reports $986M in assets under management across 4,385 accounts, with 49 employees. Its 55 registered representatives work across 37 branch offices in 16 states.

Reported AUM

$986M

Discretionary

5%

Accounts

4,385

Average account

$225K

Employees

49

Registered reps

55

Branch offices

37

Registered since

2005

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• 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

Fixed Fees, Hourly Charges and Percentage of Assets

Products and services

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

Executive officers 3 of 4

• Ryan Shane Carlson Member, Chief Executive Officer CRD 4209072
• Joseph Allison Thomas Jr Municipal Principal, Registered Options and Security Futures Principal, Member CRD 1484206
• Reyheena Maria Faxon Principal, Financial and Operations Principal CRD 4219599

1 more executive officer, with direct contact details

Registered reps 3 of 55

• Lisa Marie Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6489237
• Tracee Alane Adams Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5858361
• Lance L Altheide Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2622202

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

Location

Headquarters

664 S Rivershore Ln Ste 150
Eagle, ID 83616

County

Ada

Metro area

Boise City, ID

Region

West

Branch offices

37 in 16 states, including Edmonds, WA, Spokane, WA and Troy, MI

Registrations

• SEC registered, limited liability company formed in Idaho
• Registered in 50 jurisdictions
• Website: americanisg.com

Every state, with registration dates

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