Gail Urban
Gail Urban is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Manhattan, KS, with 16 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
923 Westport Pl., #230, Manhattan, KS, 66502
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Regulatory History (1)
Employment Separation After Allegations
June 2019Other Business ActivitiesSells Insurance
Gail is an officer/director of Urban Holdings LLC and Amicus Wealth Partners, and co-owner of Urban Farm Oil Royalties and David Urban Farm. She also dedicates a few hours per week to outside insurance sales with Sibbel Insurance Group.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations13 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.