Kirk Badii
Kirk Badii is a registered investment advisor at Independent Financial Group, LLC, based in Southlake, TX, with 14 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
550 Reserve Street #250, Southlake, TX, 76092
Get directionsHistory
Regulatory History (7)
Customer Dispute
October 2025Customer Dispute
December 2021Customer Dispute
April 2020Customer Dispute
January 2020Customer Dispute
April 2019Employment Separation After Allegations
August 2018Employment Separation After Allegations
June 2012Other Business Activities
Kirk is an officer/director at Badii Group Private Wealth Management and Badii Group, LLC, both DBAs used for marketing securities and advisory services, dedicating full-time hours to these activities. Kirk also intends to establish Maverick Ranch Holdings, LLC for real estate sales, rental, and property management, but spends minimal time on this.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
State Registrations19 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.