GK
GK

Garth Krieger

26 Years of Experience
San Diego, CA
1 DisclosureBrokerSells Insurance

Garth Krieger is a registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 26 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

12671 High Bluff Drive, Suite 200, San Diego, CA, 92130

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2008
Settled
Other Business ActivitiesSells Insurance

Garth is a California insurance agent and independent contractor, offering various insurance products since 2000. This activity requires minimal time.

Employment History
Current Registrations
Independent Financial Group, LLC
August 2008 - Present · 17 yrs 9 mos
Independent Financial Group, LLCBroker
August 2008 - Present · 17 yrs 9 mos
Previous Registrations
Woodbury Financial Services, INC.
October 2004 - August 2008 · 3 yrs 10 mos
Woodbury Financial Services, INC.Broker
March 2000 - August 2008 · 8 yrs 5 mos
State Registrations12 states
AZCACODEIDMIORPASCSDTXWA
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.
Garth Krieger - Financial Advisor | TrueAdvisor