Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2009-03-11 |
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 |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 03/2009 | Present |
DUANE K. KNOPKE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/13/2021 ADDRESS: 2437 Heatherwood Court, Escondido CA 92026, United States DESCRIPTION: I will be prospecting for and selling life, health and disability insurance and fixed annuities. I am no longer affiliated with Stokes Financial Group. KNOPKE FINANCIAL SERVICES POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2023 ADDRESS: 2437 HEATHERWOOD CT., ESCONDIDO CA 92026, United States DESCRIPTION: To continue to work and provide services available through Independent Financial Group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-20 |
Reach out to this advisor