Kyle David Addington

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → Present
  Independent Financial Group
  Litchfield Park, AZ
• 04/2023 → Present
  American Wealth Advisers, Pllc
  Goodyear, AZ

Previous Registrations

• 2006-10-18 → 2016-08-01
  Kovack Advisors, Inc.
  Ft. Lauderdale, FL
  Litchfield Pk, AZ
• 2005-06-03 → 2005-08-17
  Crown Capital Securities, L.P.
  Amarillo, TX
• 2003-04-01 → 2005-06-03
  National Planning Corporation
  Denver, CO

Other Businesses

(1) AMERICAN WEALTH ADVISERS, PLLC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/13/2011 ADDRESS: 15150 W Park Pl, Ste. 303, Goodyear AZ 85395, United States DESCRIPTION: Owner of Securities Business DBA (2) ADDINGTON ADVISORS, LLC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2006 ADDRESS: 15150 W Park Pl, Ste. 303, Goodyear AZ 85395, United States DESCRIPTION: Active LLC but dormant and has no business operations (3) AMERICAN WEALTH ADVISERS, PLLC POSITION: Officer/Director NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/01/2023 ADDRESS: 15150 W Park Pl, Ste. 303, Goodyear AZ 85395, United States DESCRIPTION: My account processor provides admin services for other financial advisors helping them complete apps for clients and get then submitted to B/D for processing (4) INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/13/2011 ADDRESS: 15150 W Park Place, Suite 303, Goodyear AZ 85395, United States DESCRIPTION: Fixed Insurance (5) AMERICAN TAX ADVISERS LLC POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/15/2022 ADDRESS: 15150 W Park Place, Suite 303, Goodyear AZ 85395, United States DESCRIPTION: Own tax preparation and filing business. Tax prep and filing firm within our office, refer potential tax clients from my financial advisory practice to tax office. (6) POA POSITION: Serving as POA for parents Living Trust NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/30/2019 ADDRESS: 15561 W Piccadilly Rd, Goodyear AZ 85395, United States DESCRIPTION: POA FOR PARENTS TRUST SINCE 2019. NON-INVESTMENT RELATED. APPROXIMATELY 1% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-29
• S63 Uniform Securities Agent State Law Examination
  1997-01-16