David Andrew Ebner

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

• 06/2013 → Present
  Independent Financial Group
  Cleveland, OH

Previous Registrations

• 2011-06-24 → 2013-06-26
  New England Securities
  Westlake, OH
• 2009-02-06 → 2011-05-10
  Equitable Advisors, Llc
  Independence, OH
• 2005-07-07 → 2009-02-04
  Invest Financial Corporation
  Oberlin, OH
  Toledo, OH
  Elyria, OH
  Medina, OH
  Elyria, OH
  Medina, OH
  Medina, OH
  Medina, OH
  Lorain, OH
• 2003-01-24 → 2003-06-24
  Charter One Securities, Inc.
  Cleveland, OH

Other Businesses

(1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2012 ADDRESS: 185 Grandview Avenue, Wadsworth OH 44281, United States DESCRIPTION: OH INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS. (2) RENTAL PROPERTY POSITION: Owner/Landlord NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: 3250 West 129th Street, Cleveland OH 44111, United States DESCRIPTION: All required activities for the Ownership and Leasing of a Single Family Home. AMOURA.LIFE , LLC POSITION: Non-compensated Financial and Business Advisor, CFO NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2025 ADDRESS: 148 Via Joaquin, Moraga CA 94556, United States DESCRIPTION: Providing Financial and Business advice to my sister Elaine Ebner (Founder and Owner) of Amoura.Life LLC, in the setup, operation and financial sales reporting of her business. This business is set up on Shopify which will provide automated sales and revenue and inventory reporting and fulfillment will be done by Shipbob which will provide automated fulfillment, sales and inventory data. Elaine outsources her product manufacturing to Sticky USA (a California based Candy company).

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-16
• S63 Uniform Securities Agent State Law Examination
  1997-09-05