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Alan Turner

American Independent Securities Group, LLC
24 Years of Experience
Overland Park, KS
BrokerSells Insurance
View SEC Summary
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Alan Turner is a registered investment advisor at American Independent Securities Group, LLC, based in Overland Park, KS, with 24 years of industry experience. Alan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,385 clients with $990M in assets under management.

American Independent Securities Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
4,385 clients
Average Client Portfolio
$225K average
Assets Under Management
$986.3M

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fees generally range from 0.75% to 2.5% based on total assets, investment style, and program platform. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Overland Park, KS

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alan participates in TV/radio commercials and general modeling, dedicating minimal time to this activity. He also owns A Turner Financial LLC, which offers securities, advisories, and life insurance, taking up nearly all of his time.

Employment History
Current Registrations
American Independent Securities Group, LLC
March 2025 - Present · 1 yr 7 mos
American Independent Securities Group, LLCBroker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
L.M. Kohn & Company
May 2009 - March 2025 · 15 yrs 10 mos
L.M. Kohn & CompanyBroker
May 2009 - March 2025 · 15 yrs 10 mos
RBC Capital Markets Corporation
July 2005 - May 2009 · 3 yrs 10 mos
RBC Capital Markets CorporationBroker
March 2002 - May 2009 · 7 yrs 2 mos
State Registrations10 states
ALCACOIAKSMAMOTXVAWA
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.
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