Congratulations to Dustin Blodgett! We're thrilled to announce that Dustin has been recognized as one of Forbes' Best-In-State Wealth Advisors 2024 and Top Next-Gen Wealth Advisors 2024! These prestigious awards highlight Dustin's exceptional expertise, dedication to client service, and innovative approach. The Best-In-State Wealth Advisors list acknowledges top-performing advisors for their client service, industry experience and assets under management. The Top Next-Gen Wealth Advisors list celebrates younger advisors making significant impacts with their innovative approaches and leadership potential. Dustin's achievements inspire us all to strive for excellence and set new standards in our industry. Let's continue to push boundaries and aim for these remarkable recognitions! Join us in celebrating this incredible achievement! Share your own milestones and achievements in the comments below, and let's celebrate success together!
Independent Financial Group, LLC
Financial Services
San Diego, California 2,835 followers
Independence, Perfected.
About us
Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through our team of independent financial professionals. Our representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds. Our commitment is directly to the independent investment representative. Therefore, Independent Financial Group offers no proprietary investment products. This enables our affiliated representatives to focus on their client’s individual goals and objectives without concerns about specific product quotas and corporate mandated sales goals. Independent Financial Group processes direct business accounts held through major mutual funds and insurance companies, as well as brokerage business through our clearing partner, Pershing, LLC. Independent Financial Group is a national independent broker–dealer firm with corporate headquarters in San Diego, California. Securities and advisory services through Independent Financial Group, LLC, a registered investment adviser. Member FINRA/SIPC.
- Website
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http://www.ifgsd.com
External link for Independent Financial Group, LLC
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- San Diego, California
- Type
- Privately Held
- Founded
- 2003
Locations
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Primary
12671 HIGH BLUFF DR
San Diego, California 92130, US
Employees at Independent Financial Group, LLC
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Kimberly Barentsen
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Brian Dennen
Senior Compliance and Risk Management leader with expertise in investment advisory, brokerage operations and regulatory reporting
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Josh Koehnen
Managing Partner at Premier Wealth Advisors
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Kelly Clyde
Partner and Registered Principal* at South Coast Investment Advisors, LLC
Updates
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Celebrate National Podcast Day with The Playbook! September 30th, 2024 is National Podcast Day! Tune in to The Playbook, a special podcast series exclusively for our financial advisors. Get real-time updates from IFG's leadership, valuable insights from our elite partners, and answers to your questions. Stay informed and inspired with every episode! Interested in how you can benefit from this series? Contact us to learn more about joining IFG as an independent advisor and take your career to the next level! #NationalPodcastDay #ThePlaybook #IFG #Podcast #FinancialAdvisors #IndependentAdvisors #IndependentBrokerDealer
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At IFG, we take pride in our commitment to support our community! This marks the second consecutive year that we have partnered with Nationwide at our annual National Conference corn hole challenge. Thanks to all of you, our participants, we successfully raised 162 bags of Growlers Dog Bones, all while having fun! Growlers provides training, employment, and volunteerism opportunities to individuals with disabilities. We donated these bags to the San Diego Humane Society and Helen Woodward Animal Center. Their dedication to animal welfare and community service is truly inspiring. Thank you to everyone for your support and our local animal shelters for all their hard work! Your contributions make a significant difference in the lives of many, and we look forward to continuing this tradition of giving back. Together, we are making a positive impact!
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Independent Financial Group, LLC reposted this
Real Assets Adviser is thrilled to announce the appointment of Madison Turbeville, CAIA, to the Real Assets Adviser editorial advisory board. Ms. Turbeville serves as the Manager and head of the Alternative Investments Department at Independent Financial Group, LLC. Her responsibilities include due diligence and product support functions for all Alternative Investments. She is responsible for growing the department’s sales and revenues, currently averaging $500 million and $5 million per year, respectively. Ms. Turbeville has extensive industry experience on both sides of the business. She has represented Alternative Investment product distribution, portfolio management, and broker dealer due diligence. Prior to joining IFG, Ms. Turbeville worked on the Portfolio Oversight team of CIM Group. Her team managed an aggregate $12.0 billion of net lease commercial real estate across five non-traded REIT portfolios. Ms. Turbeville successfully led CIM fund mergers, alternative financing transactions, securities issuances, and large-scale portfolio acquisitions and dispositions. Prior to her role at CIM Group, Ms. Turbeville was a regional wholesaler for Cole Capital. Cole Capital is a non-traded REIT and 1031 DST sponsor. Ms. Turbeville holds the Chartered Alternative Investment Analyst (CAIA) designation and an Arizona Real Estate license in addition to her Series 7 and 63 licenses. She received her Bachelor of Science Degree from James Madison University, where she studied mathematics. Welcome, Madison! A special acknowledgment to the sponsoring firms of the Real Assets Adviser platform who's energy, enthusiasm and engagement makes our editorial advisory board a bastion for industry thought leadership. Time Equities, Inc. Alexander Anderson Ray Aberman Pender Capital Cory Johnson Mick Law P.C. LLO Aric Wenzl Zia Sabir CIM Group Byron Bent, CMFC® Andrew Beyeler Clarion Partners LLC Rick Schaupp Brent Jenkins Natalie Evertson, ABC, CMP Cantor Fitzgerald Asset Management Jay Frank Nicole Good #PrivateWealth #WealthManagement #RealAssets #PrivateMarkets #AlternativeInvestments #Alts #UHNW #HNW #FamilyOffices #IBD #RIA #PrivateInvestments #PrivateCredit #PrivateEquity #RealEstate
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Happy Monday, NFL Fans! Week one has been a blast and we hope you enjoyed every moment. At IFG, we kick off the NFL season with a bang–sporting our favorite jerseys, savoring game day foods, and enjoying great company. It's a celebration of football and teamwork! Just like football, we believe in teamwork and apply team strategies to our daily business. We foster a collaborative environment where every member's contribution is valued, working together towards our common goals. By embracing the spirit of the game, we aim to create a winning culture that drives our success both on and off the field.
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We are excited to share the latest recognition of the top independent broker-dealers of 2024 by InvestmentNews!
Discover the top independent broker-dealers of 2024 as recognized by InvestmentNews! 🌟 Learn how David Fischer of Independent Financial Group, LLC and Brian Kovack, Esq. of Kovack Securities, Inc. are leading the industry with their unique approaches to advisor support and firm culture. From IFG's focus on high-quality recruitment and personalized service to Kovack's family-like atmosphere and nimble tech solutions, these leaders are shaping the future of brokerage. Dive into the full list of winners and see who else made the top ranks based on fees, payout, account assets, and revenue. https://hubs.la/Q02Jj1wr0 #BrokerDealers #InvestmentNews #TopRanked #FinancialSuccess
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Happy Labor Day Weekend! As we head into this long weekend, let’s take a moment to celebrate the hard work, dedication, and achievements of our advisors, partners, and home office staff. Whether you’re taking a well-deserved break or continuing to hustle, your efforts make a difference every day. We hope you enjoy the time with family and friends, recharge, and come back stronger! Here’s to the workforce that keeps the industry moving forward.
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A huge thank you to our incredible home office team for holding down the fort while we were away at the national conference! Your dedication and hard work ensured everything ran smoothly in our absence. To show our appreciation, we enjoyed a fantastic luncheon featuring delicious pizza, fresh salads, refreshing drinks, and delightful desserts from Leucadia Pizzeria. It was a great time to relax, catch up, and share stories. We also had a blast watching the highlight videos from the conference, reliving the inspiring moments and key takeaways. And of course, everyone received some awesome conference swag as a token of our gratitude.
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Today is Financial Awareness Day - our favorite holiday! Financial awareness isn't just about knowing the numbers; it's about helping clients understand their needs and options. Contact us today to learn how we can provide best in-class, personalized services to help you and your clients succeed. https://lnkd.in/gJsEYNu8 #FinancialAwarenessDay #IFGAdvisors #IndependentBrokerDealer #RIA #finance #SanDiego
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And that’s a wrap! The 2024 IFG National Conference has officially come to a close. What an incredible event it was! IFG, its advisors, and their families had the unique opportunity to hear Tony Hawk share how his passion for skating evolved into a lifelong purpose to revolutionize the world of skateboarding. We were also captivated by Ambassador Sullenberger’s gripping account of the 208 most crucial seconds of his life and the decisions that guided him through every moment. A huge thank you to all our advisors, partners, and staff for making this the best #NationalConference yet. We hope everyone had a blast at the Saturday night farewell Yacht Rock party. Until next time, stay inspired and stay true to your purpose! #IFG #NationalConference #sandiego #finance