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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2019-01-10 |
| TX | RA | APPROVED_RES | 2019-01-03 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Somerset Securities, Inc | Portland | OR | 03/2015 | 12/2018 |
| Independent Financial Group | West Linn | OR | 01/2019 | Present |
(1) INSURANCE AGENT POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2017 ADDRESS: 2292 Rogue Way, West Linn OR 97068, United States DESCRIPTION: OR INSURANCE AGENT SELLING VARIOUS TYPES OF INSURANCE SINCE 2017. INVESTMENT RELATED. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (2) TRUE PATH CAPITAL STRATEGIES POSITION: Managing Member NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/09/2016 ADDRESS: 2292 Rogue Way, West Linn OR 97068, United States DESCRIPTION: 100% OWNER OF DBA TRUE PATH CAPITAL STRATEGIES, LLC USED FOR MARKETING PURPOSES SINCE 2016. INVESTMENT RELATED. 70% OF TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (3) SWW PROPERTY INVESTMENTS LLC POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 5 START DATE: 08/11/2016 ADDRESS: 2292 Rogue Way, West Linn OR 97068, United States DESCRIPTION: 100% OWNER OF SWW PROPERTY INVESTMENTS LLC WHICH OWNS AND MANAGES RESIDENTIAL RENTAL PROPERTIES SINCE 2016. INVESTMENT RELATED. BUSINESS CONDUCTED AT ADDRESS OF RECORD. NEW OBA REQUEST: SWW PROPERTY INVESTMENTS WILL MAKE 1STPOSITION PRIVATE LOANS TO COMPANY FOR PURPOSES OF ACQUISITIONS AND REHABILITATION PROJECTS. LOANS ARE EXPECTING TO LAST 4-6 MONTHS. NO CLIENTS ARE INVOLVED. (4) JOSHUA W. TSCHIRGI, OREGON NOTARY PUBLIC POSITION: State of Oregon Notary Public. This is a personal state-issued notary commission, not a separate operating company and not a client-facing business. NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2026 ADDRESS: 2292 Rogue Way, West Linn OR 97068, United States DESCRIPTION: Maintain an Oregon Notary Public commission and perform occasional notarial acts permitted under Oregon law. Activities are limited to witnessing signatures, administering oaths, and performing other duties authorized under Oregon notary statutes. No securities, investment advisory, insurance, financial planning, or solicitation activities will be conducted through this activity. The notary commission will not be used in connection with IFG clients, advisory clients, brokerage clients, or securities-related transactions. No investment recommendations or financial services will be provided through this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-17 |
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