Independent Financial Group | Financial Advisor in Escondido ,CA

2385 Bear Rock Glen
Escondido, CA 92026

Advisor For Life


About

Independent financial advisors who offer the strucured investing approach have a duty of loyalty, care and competence and are held to a high standard of trust.

17 Years of Experience



General Information
Firm Start Year:   1997
No.of Employees:   50-99
Insurance License#:   OC45072
Name of Broker/Dealer:   Independent Financial Group
States Licensed in:   CA, WA, IL, FL, AZ, CO, PA,
Number of Years with Current Firm:   13
Work Experience:   17yrs as a Independent Financial Advisor
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Businesses , HOA


Services
Investment Types:   Real Estate , Mutual Funds , FOREX & Currency , Options & Futures , Bonds , Stocks , Annuities , Insurance , Commodities , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your home , Via phone , At my office , Via email , At your office


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Accident , Annuity , Health , Life , HMO , Variable Annuity , Long Term Care , Variable Life
Financial Organization Memberships:   Million Dollar Roundtable


Firm Information
Firm's Number of Clients:   500
Firm's Number of Planning Clients:   150
Firm's Number of Managed Clients:   150
Assets Managed by Firm:   Yes
Advisor's Number of Clients:   150
Advisor's Number of Managed Clients:   150
Advisor's Number of Planning Clients:   150
Assets Managed by Advisor:   $100,000+


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   100,000
Compensation Methods:   Based on Assets , Flat Fee , Commissions
Fee % Based on Assets:   1



FAQs

  • What are your qualifications? What is your education background? Bachlors of Sciance, Notre Dame Masters of Science in Financial, Institute of Business Finance
  • What is your approach to financial planning? Preserve and Grow Wealth
  • What services do you offer? Money Management, Retirment Planning, Estate Planning
  • How many clients do you currently manage? 150+
  • Will you be the only person working with me? Yes
see more
Garth Krieger

Garth Krieger

MSFS, Securities Investor Protection Corporation, CFS, CAS

Communities Served

CA

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM