Kelsey
Hasterlik

Independent Financial Group, LLC

CRD#5802426
Investment Advisor
in San Diego, CA

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About this Advisor

Kelsey Hasterlik is a certified financial planner who works out of San Diego, California with a total of 5 years of industry experience. Hasterlik currently works for Independent Financial Group, LLC. Throughout their career, they have worked at Lord Abbett & Co LLC, Sglong.& Company, Sg Long& Company, Northstar Realty Securities, Shopoff Securities, Inc, Nelson Brothers Professional Real Estate, Emerson Equity LLC and Independent Financial Group. Hasterlik holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can operate in California. Independent Financial Group, LLC is a financial advisory business operating out of San Diego, CA. The investment advisory business has offices in 364 locations and a total of 697 advisors. It oversees $6 billion in total assets among its 27,435 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 48 charities and foundations. Of its 27,435 accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Independent Financial Group, LLC has a wide assortment 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 charged by financial advisors vary depending on the type of financial services provided. However, fees charged by Independent Financial Group, LLC most likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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

Office Location

12671 High Bluff Dr Ste 200
San Diego, CA 92130

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$5,978,096,039

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

697

CA Average: 43
Total Number of Accounts

27,435

CA Average: 3,727
Average Account Size

$217,900

CA Average: $2,033,427

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

Kelsey Hasterlik Work History

Kelsey has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Independent Financial Group

2017 - 2018 (1 year)

Nelson Brothers Professional Real Estate

2017 - 2018 (1 year)

Emerson Equity LLC

2015 - 2017 (2 years)

Shopoff Securities, Inc

2013 - 2013 (< 1 year)

Sglong.& Company

2013 - 2013 (< 1 year)

Sg Long& Company

2013 - 2015 (2 years)

Northstar Realty Securities

2012 - 2013 (1 year)

Lord Abbett & Co LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kelsey Hasterlik to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Independent Financial Group, LLC

Christopher Wellman
San Diego, CA
Jeremy Webb
Fayetteville, AR
Lance Patton
Tehachapi, CA
Wojciech Polowy
New Britain, CT
Brian Conrad
San Diego, CA
Nicholas White
Astoria, OR
Roger Smith
San Diego, CA
Troy Folk
Irvine, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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