Scott Ronald Pilchard

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

• 07/2015 → 01/2017
  Midfirst Trust Company
  Scottsdale, AZ
• 01/2017 → 08/2019
  Lpl Financial, Llc
  Phoenix, AZ
• 01/2017 → 08/2019
  Global Retirement Partners, Llc
  San Rafael, CA
• 08/2019 → 08/2022
  Fbl Financial Group
  Scottsdale, AZ
• 08/2019 → 08/2022
  Fbl Marketing Services, Llc
  West Des Moines, IA
• 08/2022 → Present
  Independent Financial Group, Llc
  Phoenix, AZ

Previous Registrations

• 2019-08-16 → 2022-08-18
  Fbl Wealth Management, Llc
  West Des Moines, IA
• 2017-01-06 → 2019-08-28
  Global Retirement Partners Llc
  Phoenix, AZ
  San Rafael, CA
• 2010-02-11 → 2015-07-10
  Manning & Napier Advisors, Llc
  Marietta, GA
  Paradise Valley, AZ
  Carefree, AZ
  Roswell, GA
  Fairport, NY
• 2001-04-10 → 2013-12-31
  Manning & Napier Advisory Advantage Company, Llc
  Roswell, GA
  Fairport, NY
  Paradise Valley, AZ
  Marietta, AZ
  Dublin, OH
  Carefree, AZ

Other Businesses

(1) WESTERN SKIES ADVISORY POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 08/18/2022 ADDRESS: 2511 E Corrine Drive, Phoenix AZ 85032, United States DESCRIPTION: DBA NAME FOR MARKETING. (2) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 06/01/2020 ADDRESS: 20885 North 90th Place, Suite 120, Scottsdale AZ 85255, United States DESCRIPTION: EVALUATE INSURANCE NEEDS OF MY CLIENTS AND IMPLIEMENT INSURANCE SOLUTION TO MEET THOSE OBJECTIVES. (3) ARIZONA AGRICULTURAL EDUCATION FFA FOUNDATION POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2021 ADDRESS: 20885 North 90th Place, Suite 120, Scottsdale AZ 85255, United States DESCRIPTION: I am Co-Chairman of the Foundation's fund development committee, coordinating fundraising efforts for the board. In addition, the majority of my activities are promoting the efforts of the foundation to provide financial support and other resources to the agricultural education community in Arizona.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-19
• S63 Uniform Securities Agent State Law Examination
  1992-02-19