Kurt
Rohrs

Independent Financial Group, LLC

CRD#4435254
Investment Advisor
in San Diego, CA
Are you Kurt Rohrs? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kurt Rohrs is a certified financial planner and chartered financial consultant who works in San Diego, California. Currently a registered financial advisor at Independent Financial Group, LLC, they have accumulated 12 years of professional experience. Rohrs maintains Series 65 and Series 66 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Rohrs is able to work with clients in Arizona and Texas. Over the course of their career, they have held roles at Qa3 Financial Corp, Qa3 Financial LLC and Independent Financial Group. Independent Financial Group, LLC is headquartered in San Diego, California, and operates out of 364 locations throughout the United States. Overall, Independent Financial Group, LLC manages $3 billion in assets throughout 11,983 accounts and retains more than 680 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages 10,271 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 5% of the advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Independent Financial Group, LLC provides 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

12 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Kurt Rohrs Work History

Kurt has 12 years of experience.

2011 - Present (8 years)

Independent Financial Group

2006 - 2011 (5 years)

Qa3 Financial Corp

2006 - 2011 (5 years)

Qa3 Financial LLC

Disclosures

Kurt Rohrs has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started