Joshua
Koehnen

Independent Financial Group, LLC

CRD#4551444
Investment Advisor
in San Diego, CA
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About this Advisor

Joshua Koehnen is a certified financial planner whose office is in San Diego, California. Currently a registered investment advisor at Independent Financial Group, LLC, Koehnen has 16 years of professional experience. Koehnen holds a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Koehnen is registered to work with clients in California and Texas. Koehnen has gained experience at Financial Designs LTD and Independent Financial Group, LLC. Independent Financial Group, LLC is located in San Diego, California, and operates out of 364 other brick-and-mortar locations throughout the United States. In total, Independent Financial Group, LLC manages $3 billion in assets across 11,983 client accounts and retains more than 680 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. The firm manages 10,271 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 5% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Independent Financial Group, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

16 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

Yes

Office Location

12531 High Bluff Drive #110
San Diego, CA 92130

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$2,935,234,184

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

673

CA Average: 43
Total Number of Accounts

15,620

CA Average: 3,727
Average Account Size

$187,915

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

Joshua Koehnen Work History

Joshua has 16 years of experience.

2004 - Present (15 years)

Independent Financial Group, LLC

2002 - 2013 (11 years)

Financial Designs LTD

Disclosures

Joshua Koehnen has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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