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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-22 |
| AZ | RA | APPROVED | 2025-01-02 |
Branch Locations
15150 W Park Place Suite 303, Goodyear, AZ 85395 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group, Llc | Goodyear | AZ | 06/2024 | Present |
| Troon Golf | Surprise | AZ | 02/2021 | 05/2024 |
| Carabba's Italian | Surpise | AZ | 08/2021 | 02/2022 |
| The Home Depot | Eden Prairie | MN | 05/2020 | 01/2021 |
| Levi Restaurants | Chaska | MN | 09/2016 | 10/2016 |
| Axel's Restaurant | Chanhassen | MN | 05/2016 | 09/2016 |
| Chanhassen High School | Chanhassen | MN | 08/2016 | 05/2017 |
| Ottawa University Arizona | Surprise | AZ | 08/2017 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-23 |
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