Richard George Drisko

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

• 12/2008 → Present
  Independent Financial Group
  Idaho Falls, ID

Previous Registrations

• 2007-05-24 → 2008-12-17
  Eplanning Advisors Inc
  Roseville, CA
• 2003-11-25 → 2007-05-14
  Msi Financial Services, Inc.
  El Dorado Hills, CA
  Sacramento, CA
• 1998-01-02 → 2003-09-18
  Ws Griffith Securities, Inc.
  El Dorado Hills, CA

Other Businesses

(1) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/15/2008 DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/15/2008 ADDRESS: 4161 N. Bristol Drive, Idaho Falls ID 83401, United States DESCRIPTION: (1) CA INSURANCE AGENT OFFERING SALES OF LIFE, HEALTH, DENTAL AND VISION, DISABILITY AND LONG TERM CARE SINCE 1986. NON-INVESTMENT RELATED. APPROXIMATELY 5% TIME SPENT. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-12
• S63 Uniform Securities Agent State Law Examination
  1994-08-15