Independent Financial Group, LLC
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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
Years of Experience
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Independent Financial Group, LLC Brokerage Details
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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
Kurt Rohrs Work History
Kurt has 12 years of experience.
Independent Financial Group
Qa3 Financial Corp
Qa3 Financial LLC
Kurt Rohrs has no disclosures.
Please visit their SEC profile for more details.