Marian F Geohegan

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

• 01/2010 → 10/2017
  Securities Service Network
  Knoxville, TN
• 10/2017 → 11/2024
  The Investment Center Inc
  Knoxville, TN
• 10/2017 → 11/2024
  Ic Advisory Services Inc
  Knoxville, TN
• 11/2024 → Present
  Independent Financial Group, Llc
  Knoxville, TN

Previous Registrations

• 2017-10-02 → 2024-11-12
  Ic Advisory Services, Inc.
  Knoxville, TN
  Bedminster, NJ
• 2010-01-22 → 2017-10-02
  Ssn Advisory, Inc.
  Knoxville, TN
• 2004-05-26 → 2010-02-12
  Private Client Services, Llc
  Louisville, KY
• 2004-06-29 → 2010-01-22
  Woodbury Financial Services, Inc.
  Knoxville, TN
  Knoxville, TN
• 2004-01-15 → 2004-05-17
  Hornor, Townsend & Kent, Llc
  Jacksonville, FL

Other Businesses

1. FREEDOM FINANCIAL GROUP. DBA. SOLE PROPRIETOR. PROVIDE INVESTMENT SERVICES. DEVOTE >60%. ANNUAL INCOME >60%. OWN >60% STOCK. ESTABLISHED 2000. 2. FREEDOM FINANCIAL GROUP DBA. THE SERVICE AND SALE OF FIXED INSURANCE, INCLUDING EMPLOYEE BENEFITS. ANALYZE, EVALUATE, AND RECOMMEND INSURANCE ALTERNATIVES. THEN IMPLEMENT AND PROVIDE SERVICES. . DEVOTE 1 TO 20% . ANNUAL INCOME 1 TO 20%. ESTABLISHED 1999. 3. NAMED AS AGENT, POA HEALTH CARE & POA FINANCIAL/LEGAL FOR MY HUSBAND. NO INCOME. ESTABLISHED 1984. MARIAN F. GEOHEGAN POSITION: POA for husband. 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: 05/27/1984 ADDRESS: 10613 Chevy Drive, Knoxville TN 37922, United States DESCRIPTION: Named as representative under POA health care and POA financial/legal for my husband. MARIAN F. GEOHEGAN POSITION: Owner/Sole proprietor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 10613 Chevy Drive, Knoxville TN 37922, United States DESCRIPTION: n/a dba name, Freedom Financial Group, with limited use, for marketing (on letterhead and website) use only. MARIAN F. GEOHEGAN POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 02/01/2000 ADDRESS: 10613 Chevy Drive, Knoxville TN 37922, United States DESCRIPTION: Sale and service of fixed insurance, including employee benefits, analyze, evaluate, and recommend insurance alternatives. Then implement and provide services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-10
• S63 Uniform Securities Agent State Law Examination
  1999-11-19

Designations

• Certified Financial Planner

Other Names

• Marian Frances Dulin
• Marian Frances Geohegan