Robert John Steyert

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

• 07/2004 → Present
  Independent Financial Group, Llc
  San Juan Capistrano, CA
• 07/2004 → Present
  Independent Financial Group, Inc
  San Juan Capistrano, CA

Previous Registrations

• 2004-07-01 → 2005-10-21
  Independent Financial Group, Llc
  San Juan Capistrano, CA
• 2002-02-26 → 2004-07-12
  Sentra Securities Corporation
  San Juan Capist, CA

Other Businesses

(1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2004 ADDRESS: 7 Morningstar, Irvine CA 92603, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2004 ADDRESS: 6533 Anterselva Drive, Myrtle Beach SC 29572, United States DESCRIPTION: (1) CA INSURANCE AGENT SELLING FIXED INSURANCE, LONG TERM CARE, DISABILITY AND HEALTH SINCE 2009. NON-INVESTMENT RELATED. APPROXIMATELY 30% OF TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 07/01/2004 ADDRESS: 6533 Anterselva Drive, Myrtle Beach SC 29572, United States DESCRIPTION: (1) CA INSURANCE AGENT SELLING FIXED INSURANCE, LONG TERM CARE, DISABILITY AND HEALTH SINCE 2009. NON-INVESTMENT RELATED. APPROXIMATELY 30% OF TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-01
• S63 Uniform Securities Agent State Law Examination
  1990-09-11