David
Koehler

Independent Financial Group, LLC

CRD#4832628
Investment Advisor
in San Diego, CA
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About this Advisor

David Koehler is a personal financial specialist working in San Diego, California, with a total of 24 years of professional experience. Koehler is currently employed by Independent Financial Group, LLC. Their career trajectory has included roles at Independent Financial Group and David R Koehler, Cpa. Koehler maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California and Texas. Independent Financial Group, LLC is a business that has its headquarters in San Diego, California. The investment advisory business has offices in 364 locations and a total of 680 people on staff. It oversees $3 billion in total assets between its 11,983 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 20 charities and foundations. Of its 11,983 accounts, just 5% are held by high-net-worth clients who have greater than $1 million in investable assets. The firm performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically vary depending on which services the firm provides the client. Fee types billed by Independent Financial Group, LLC may include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Personal Financial Specialist

Years of Experience

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

12671 High Bluff Drive Suite 200
San Diego, CA 92130

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,764,918,695

CA Average: $7,578,581,321
Total Number of Employees

680

CA Average: 43
Total Number of Accounts

11,983

CA Average: 3,727
Average Account Size

$230,737

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

David Koehler Work History

David has 24 years of experience.

2008 - Present (11 years)

Independent Financial Group

1994 - Present (25 years)

David R Koehler, Cpa

Disclosures

David Koehler has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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