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Current Employers
Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-01-16
  • WI RA
    APPROVED
    Since 2024-01-16

Branch Locations

610 W. Knapp Street, Rice Lake, WI 54868 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Financial Group, Llc Rice Lake WI 09/2022 Present
Hoff Insurance Services Rice Lake WI 04/2022 Present
Infinity Retail Services Turtle Lake WI 05/2022 08/2022
Lake Country Pizza Turtle Lake WI 05/2017 06/2023
Student Rice Lake WI 09/2013 05/2023
  • 09/2022 → Present
    Rice Lake, WI
  • 04/2022 → Present
    Hoff Insurance Services
    Rice Lake, WI
  • 05/2022 → 08/2022
    Infinity Retail Services
    Turtle Lake, WI
  • 05/2017 → 06/2023
    Lake Country Pizza
    Turtle Lake, WI
  • 09/2013 → 05/2023
    Student
    Rice Lake, WI
Other Businesses

HOFF INSURANCE SERVICES POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 09/01/2022 ADDRESS: 610 W. Knapp Street, Rice Lake WI 54868, United States DESCRIPTION: Perform clerical duties Offer Life, Health, and Disability policies in the state of WI Advise clients/answer client questions Act as Notary SHELL LAKE FULL GOSPEL CHURCH POSITION: Volunteer NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2021 ADDRESS: 293 US-63, Shell Lake WI 54871, United States DESCRIPTION: Play music for 1-2 conferences a year. Only duties involve playing as part of a band and helping with church related activities as needed (serving food, janitorial work, etc.). Only time dedicated to this activity is in the months that the conferences occur (October and April).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-30
  • S66 Uniform Combined State Law Examination
    2023-11-30

View on SEC IAPD

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