Keith Russell Trezek

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

• 08/2004 → 08/2021
  Crown Capital Securities, L.P.
  Orange, CA
• 08/2021 → 12/2022
  Woodbury Financial Services Inc
  San Diego, CA
• 01/2023 → Present
  Independent Financial Group, Llc
  Oceanside, CA

Previous Registrations

• 2021-08-16 → 2022-12-31
  Woodbury Financial Services, Inc.
  San Diego, CA
• 2021-01-08 → 2021-08-20
  Crown Capital Securities, L.P.
  Vista, CA
  San Diego, CA
  Oceanside, CA
  Lincoln, NE

Other Businesses

(1) OUTSIDE INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2004 ADDRESS: 699 Eaton Street #23, Oceanside CA 92054, United States DESCRIPTION: OUTSIDE INSURANCE.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-03
• S65 Uniform Investment Adviser Law Examination
  1999-09-22
• S63 Uniform Securities Agent State Law Examination
  1991-07-19