Simon Suzmed Kramedjian

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

• 10/2003 → Present
  Independent Financial Group, Llc
  El Cajon, CA
• 10/2003 → Present
  Independent Financial Group, Inc
  El Cajon, CA
• 09/1994 → Present
  Adana Corporation
  El Cajon, CA

Previous Registrations

• 2003-10-31 → 2005-10-21
  Independent Financial Group, Llc
  El Cajon, CA
• 1997-12-16 → 2003-11-07
  Sentra Securities Corporation
  El Cajon, CA

Other Businesses

(1) ADANA CORPORATION POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/1994 ADDRESS: 19441 Golden Meadow Loop, Bend OR 97702, United States DESCRIPTION: 100% OWNER - ADANA CORPORATION - RESCUEARTH RECYCLING OFFERING SALES OF RECYCLING EQUIPMENT. (2) SIMON FINANCIAL POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/1994 ADDRESS: 19441 Golden Meadow Loop, Bend OR 97702, United States DESCRIPTION: 100% OWNER OF DBA SIMON FINANCIAL USED FOR MARKETING PURPOSES. (3) RENTAL PROPERTY POSITION: owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 12/30/1994 ADDRESS: 19441 Golden Meadow Loop, Bend OR 97702, United States DESCRIPTION: 100% OWNER OF RESIDENTIAL RENTAL PROPERTIES. (4) SIMON SUZMED KRAMEDJIAN POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2003 ADDRESS: 19441 Golden Meadow Loop, Bend OR 97702, United States DESCRIPTION: OR INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS. (5) RIVER CANYON ESTATES HOMEOWNERS ASC. POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/09/2020 ADDRESS: 19441 Golden Meadow Loop, Bend OR 97702, United States DESCRIPTION: River Canyon Estates HOA (non-profit) Review Financial Records and report to the Board of Directors. All financial decisions are made by the majority vote of the Board of Directors. I am a Director and member of the board serving as treasurer.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-06
• S63 Uniform Securities Agent State Law Examination
  1984-02-29

Designations

• Certified Financial Planner

Other Names

• Simon Suzmed Kramedjan
• Simon Suzmed Kramedjan