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Steven Hadder

33 Years of Experience
Yucaipa, CA
1 DisclosureBroker

Steven Hadder is a registered investment advisor at Independent Financial Group, LLC, based in Yucaipa, CA, with 33 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.

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Location

Yucaipa, CA

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History

Regulatory History (1)
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Financial
February 2019
Final
Other Business Activities

Steven is a board member of the Yucaipa Rotary Club and the Yucaipa Men's Golf Club, a committee member for the University of Redlands Hall of Fame, and a tournament director for the Inland Empire Senior Golf Association. These are all volunteer positions and not investment-related.

Employment History
Current Registrations
Independent Financial Group, LLC
July 2022 - Present · 4 yrs 2 mos
Independent Financial Group, LLCBroker
July 2022 - Present · 4 yrs 2 mos
Previous Registrations
Npb Financial Group, LLC
August 2009 - July 2022 · 12 yrs 11 mos
Npb Financial Group, LLCBroker
August 2009 - July 2022 · 12 yrs 11 mos
Associated Securities CORP.
August 2006 - August 2009 · 3 yrs
Associated Planners Investment Advisory INC
October 2003 - August 2009 · 5 yrs 10 mos
Associated Securities CORP.Broker
September 2003 - August 2009 · 5 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
May 2001 - September 2003 · 2 yrs 4 mos
UBS Painewebber INC.Broker
July 1997 - May 2001 · 3 yrs 10 mos
Spectrum Securities, INC.Broker
March 1997 - November 1997 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1992 - March 1995 · 2 yrs 4 mos
Lehman Brothers INC.Broker
July 1990 - December 1992 · 2 yrs 5 mos
State Registrations12 states
AZCACOCTHINCNVORTNTXUTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.