Kurt
Rohrs
Independent Financial Group, LLC
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About this Advisor
Kurt Rohrs is a certified financial planner and chartered financial consultant operating out of San Diego, California who has 12 years of industry experience. Rohrs is an employee of Independent Financial Group, LLC. They have been employed by Independent Financial Group, Llc for the entirety of their career. Rohrs maintains Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Arizona and Texas. Independent Financial Group, LLC is an advisory business that has its headquarters in San Diego, CA. It has offices in 364 locations and a total of 697 people on staff. It manages $6 billion in assets under management between its 27,435 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 48 charitable organizations. Of its 27,435 client accounts, just 3% are held by high-net-worth clients who have at least $1 million in investable assets. The business performs a number 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 depend on which services the firm provides the client. However, fees charged by Independent Financial Group, LLC most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Group, LLC Brokerage Details
$5,978,096,039
697
27,435
$217,900
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 been registered as a financial advisor for 12 years.*
Independent Financial Group
*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 Kurt Rohrs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
