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Lars Ragan

25 Years of Experience
North Kansas City, MO
2 DisclosuresBroker

Lars Ragan is a registered investment advisor at Independent Financial Group, LLC, based in North Kansas City, MO, with 25 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

North Kansas City, MO

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History

Regulatory History (2)
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.
Employment Separation After Allegations
February 2015
Criminal
June 1994
Final Disposition
Other Business Activities

Lars is the 100% owner and president of Ragan Wealth Management, LLC, which is used for marketing purposes, dedicating full-time hours to it. Lars also works as a bartender at Applebees, spending about 10-20% of his time there.

Employment History
Current Registrations
Independent Financial Group, LLCBroker
March 2015 - Present · 11 yrs 4 mos
Independent Financial Group, LLC
February 2015 - Present · 11 yrs 5 mos
Previous Registrations
Waddell & Reed
August 2000 - February 2015 · 14 yrs 6 mos
Waddell & ReedBroker
August 2000 - February 2015 · 14 yrs 6 mos
State Registrations7 states
AZCOKSMOSCTXWA
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.