Thomas Francis Kehoe

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

• 04/2016 → Present
  Independent Financial Group
  Cleveland, OH

Previous Registrations

• 2006-10-18 → 2016-05-03
  Msi Financial Services, Inc.
  Broadview Heights, OH
  Broadview Hts, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-07-29

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Thomas Francis Kehoe
• Thomas F Kehoe