Thomas
Kehoe
Independent Financial Group, LLC
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About this Advisor
Thomas Kehoe is a certified financial planner and chartered financial consultant working in Cleveland, Ohio who has 7 years of relevant experience. Kehoe currently works for Independent Financial Group, LLC. Throughout their career, they have worked at Metropolitan Life Insurance Company, Metlife Securities Inc and Independent Financial Group. Kehoe has a Series 63 license, qualifying them as a securities agent, and is able to operate in Ohio and Texas. Independent Financial Group, LLC is a financial advisory business based in San Diego, CA. It has offices in 364 locations and a total of 697 people on staff. It controls $6 billion in assets between its 27,435 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 48 charities and foundations. Of its 27,435 client accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely depend on which services are provided. Fee types billed by Independent Financial Group, LLC may include 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
Thomas Kehoe Work History
Thomas has been registered as a financial advisor for 7 years.*
Independent Financial Group
Metropolitan Life Insurance Company
Metlife Securities Inc
*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 Thomas Kehoe 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.
