Huong Anh Nguyen-Muth

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

• 05/2000 → 03/2022
  State Farm Vp Management Corp.
  San Diego, CA
• 03/1994 → Present
  Theresa Nguyen-Muth Insurance Agency
  San Diego, CA
• 11/2020 → 03/2022
  State Farm Investment Management Company
  San Diego, CA
• 04/2022 → Present
  Independent Financial Group, Llc
  San Diego, CA

Previous Registrations

• 2020-11-10 → 2022-03-08
  State Farm Investment Management Corp.
  San Diego, CA

Other Businesses

(1) WEALTHCENTRIC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/07/2022 ADDRESS: 6650 Flanders Drive, Suite F, San Diego CA 92121, United States DESCRIPTION: Marketing and sales of mutual funds products, variable life insurance products, investment planning and property and casualty insurance (2) NGUYEN-MUTH INS & FIN SVCS, INC POSITION: Officer/Director NATURE: Mortgage Lending Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2000 ADDRESS: 6650 Flanders Drive, San Diego CA 92121, United States DESCRIPTION: Refinancing of mortgage products. (3) N&M ENTERPRISES POSITION: Owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/1995 ADDRESS: 16246 Cayenne Ridge Rd., San Diego CA 92127, United States DESCRIPTION: Landlord. (4) 24-7 MORTGAGE POSITION: Independent Contractor NATURE: Mortgage Lending Services INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: 6650 Flanders Drive, Suite F, Ste F, San Diego CA 92121, United States DESCRIPTION: finance and refinancing of mortgage loans (5) NGUYEN TRUST POSITION: Executor for 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: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2000 ADDRESS: 16246 Cayenne Ridge Rd., San Diego CA 92127, United States DESCRIPTION: Executor for parents trust. (6) CINRELLA MEDICAL SPA POSITION: spokesperson/model NATURE: Public Speaking INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: 3709 Convoy, San Diego CA 92111, United States DESCRIPTION: spokesperson for the spa. Do commercial and model or the spa (7) USTAFFED POSITION: partner NATURE: Teaching/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2025 ADDRESS: 16246 Cayenne Ridge Road, San Diego CA 92127, United States DESCRIPTION: coaching insurance agents

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-09-05

Designations

• Chartered Financial Consultant

Other Names

• Huong Anh Nguyen
• Theresa Nguyen-Muth
• Huong Anh Nguyen
• Theresa Nguyen-Muth