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Independent Financial Group, LLC CRD 7717
$12.9B regulatory AUM 301 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-14 |
| MO | RA | APPROVED | 2022-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2015 | 06/2022 |
| Independent Financial Group, Llc | St. Louis | MO | 09/2022 | Present |
(1) AMICUS WEALTH PARTNERS POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/30/2022 ADDRESS: 1314 Tony Drive, Arnold MO 63010, United States DESCRIPTION: 100% as DBA Amicus Wealth Partners used for securities and advisory marketing purposes since 2022. Investment related. 90% time spent business conducted at address of record (2) MICHAEL STEINKAMP INVESTMENTS SERVICES LLC POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/09/2022 ADDRESS: 1314 Tony Drive, Arnold MO 63010, United States DESCRIPTION: Business Entity for Tax Purposes (3) MUSICIAN POSITION: MUSICIAN NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2007 ADDRESS: 1314 Tony Dr., Arnold MO 63010, United States DESCRIPTION: PLAY MUSICAL INSTRUMENTS AND SING. (4) STL SPIRITS LLC POSITION: Owner NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2023 ADDRESS: 545 Commercial Dr, Suite A, Union MO 63084, United States DESCRIPTION: Arrange agreements to purchase barrels of bourbon from distillers in the midwest United States.Distillers will store the barrels on their premises. Distillers will also be responsible forhaving the barrels bottled and packaged. Completed bottles will be shipped to stores in Missouri for retail sale. The plan is to purchase three barrels in the next twelve months which will produce approximately 500 bottles of bourbon for retail sale.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-11 |
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