Dean Richard Crouthamel

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:

Current Employers

Independent Financial Group, Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2017-05-16

PA RA
APPROVED

Since 2017-05-16

Branch Locations

4006 Skippack Pike, Skippack, PA 19474 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Dean Crouthamel (Self Employed)	Lansdale	PA	09/1983	Present
Drc Financial Services Inc	Skippack	PA	01/1998	Present
Lincoln Financial Securities Corporation	Skippack	PA	07/2008	05/2017
Independent Financial Group, Llc	Skippack	PA	05/2017	Present

09/1983 → Present

Dean Crouthamel (Self Employed)

Lansdale, PA
01/1998 → Present

Drc Financial Services Inc

Skippack, PA
07/2008 → 05/2017

Lincoln Financial Securities Corporation

Skippack, PA
05/2017 → Present

Independent Financial Group, Llc

Skippack, PA

Previous Registrations

2012-04-26 → 2017-06-13

Osaic Fs, Inc.

Skippack, PA
1996-09-20 → 2006-03-30

Independent Advisers Group Corp

Skippack, PA

Other Businesses

(1) DRC FINANCIAL SERVICES POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 01/01/1998 ADDRESS: 4006 Skippack Pike, Skippack PA 19438, United States DESCRIPTION: 100% OWNER OF DBA USED FOR MARKETING PURPSOES (2) AMERICAN FINANCIAL EDUCATION ALLIANCE POSITION: Agent/Representative NATURE: Teaching/Coaching INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/30/2020 ADDRESS: 4006 Skippack Pike, Skippack PA 19438, United States DESCRIPTION: Teach various workshop on educational topics such as medicare, social security, etc. These workshops to be conducted via webinars online and also via workshops in libraries, colleges, etc.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-04-24

S63 Uniform Securities Agent State Law Examination

1986-04-24

View on SEC IAPD