Garth Krieger
Independent Financial Group

Tel: (760) 471-9218
2385 Bear Rock Glen
Escondido, CA 92026

Advisor For Life


About Independent Financial Group

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


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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:   Businesses , Individual Investors , Non-Profit Organizations , HOA


Services

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


Qualifications & Memberships

Insurance and Annuity Licenses:   HMO , Disability , Annuity , Accident , Life , Long Term Care , Variable Annuity , Variable Life , Health
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 and Fees

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

Garth Krieger

MSFS, Securities Investor Protection Corporation, CFS, CAS

Communities Served

CA

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM