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Independent Financial Group

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Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through its team of independent financial professionals. Their representatives offer professional advice and investments, including mutual funds, annuities,... Read more

Industries

Finance

Headquarters

San Diego, United States

Employees

51-200

Links

Org chart

Scott Heising
President, CEO & Founder

Scott Heising

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Sarah Kreisman
Chief Legal Counsel & VP, Compliance
Chad Cristo
SVP, National Sales & Marketing
Scott Davis
VP, Finance
Richard Mireles
VP, Branch Supervision
Travis Hicks
VP, Alternative Investments
Lauren Goettsche
VP, Operations
Paul Larrabee
Director, Insurance & Annuities
Marco Fuentes
Director, Compliance
Mason Moore
Director Of Information Technology
Jan Marino
Manager, Bank Channel
Lauren Slater Goettsche
Vice President Operations
James Naldi Cfa, Caia, Cima®
Director Research And Portfolio Construction
Andrea Klipfel
Wealth Manager, AAMS
Dean Crouthamel
Advisory Representative
EK
Elizabeta Kays
Advisory Specialist Wealth Management
JP
John R Pearson
Certified Financial Planner
KK
Kyle Kirwan
Registered Representative
Monica Alvarez
Supervisory Principal Associate
PC
Paul Cotofana
Supervisory Principal
Aif® Bryan Wertzer
Registered Principal
Craig Spanton
Registered Principal
DC
Darren Crume
Registered Representative
Bob Davidson the Federal Retirement Advisor
Registered Representative
Greg Chachas
Broker
IB
Ian Buxbaum
Home Office Supervisory Principal
JA
Jammie Avila
Registered Representative
Cfp® Jay Wurtzler Cdfa®
Registered Principal
Cfp® Josh Koehnen
Registered Representative
Kai Swick
Registered Representative
Kelly Clyde
Registered Representative
Marco Marron
Branch Inspector
Crpc Michael Davidson
Registered Representative
Michaela Brickley
Registered Representative
MF
Michael W. Fruth
Registered Principal
TM
Thomas Monahan
Registered Principal
TS
Tim Scanlon
Registered Representative

Teams

+17

Registered Representatives and Principals

20 members

+2

Leadership Team

5 members

+5

Supervision and Compliance

8 members

EK
+4

Wealth Management

7 members

+4

Investment and Annuity Services

7 members

+3

Marketing and Sales Team

6 members

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