Kyle Kirwan
Kyle Kirwan is a registered investment advisor at Independent Financial Group, LLC, based in Las Vegas, NV, with 17 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
3755 Breakthrough Way, #305, Las Vegas, NV, 89135
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2022Customer Dispute
April 2021Customer Dispute
April 2020Other Business ActivitiesSells Insurance
Kyle is involved in several business activities, including Kirwan Management, Cornerstone Retirement Planning LLC, Cornerstone Building I LLC, Cornerstone Tax Advisory, and Cornerstone Wealth Management. He also works as an insurance agent outside of IFG, dedicating a few hours per week to this.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Kalos Management
Kalos Capital, INC.Broker
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Global Financial Private Capital, LLC
Mtl Equity Products, INC.Broker
Stonehurst Securities, INC.Broker
Community Bankers Securities, LLCBroker
State Registrations26 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.