Kurt Rohrs
Kurt Rohrs is a CFP, ChFC-designated registered investment advisor at Independent Financial Group, LLC, based in Sun Lakes, AZ, with 24 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Sun Lakes, AZ
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Regulatory History (1)
Customer Dispute
February 2021Other Business ActivitiesSells Insurance
Kurt is an insurance agent offering various insurance products and spends minimal time on this activity. He is also the 100% owner and investment advisor representative for Southwestern Retirement Planning Advisors, Inc., dedicating nearly full-time hours to providing financial planning, securities, advisory, and trust services, and is a governing board member for Chandler Unified School District, spending a few hours per week.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Qa3 Financial LLC
Qa3 Financial CORP.Broker
First Financial Equity CorporationBroker
First Financial Equity Corporation
Sii Investments, INC.
Sii Investments, INC.Broker
Securian Financial Services, INC.Broker
State Registrations4 states
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.