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John Brian Franklin

Advisor at Independent Financial Group, LLC — Shell Knob, MO Ledgestone Road

Updated today

Credentials

Series 63, Series 65

Experience

40 years

Location

Shell Knob, MO 65747

Independent Financial Group, LLC logo

Independent Financial Group, LLC

Enterprise

Total advisors

460

Across 289 offices

Clients per advisor

56 Typical

Avg AUM per client

$474,424 Typical

HNW client ratio

9% Low

About

John Franklin is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at LPL Financial, Prudential Equity Group, and Northwestern Mutual, among others. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management services through various platforms and combines strategic asset allocation with multi-manager portfolios across standard risk profiles.

Client services

Based on Independent Financial Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Independent Financial Group, LLC

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Independent Financial Group, LLC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat fees charged for financial planning based on services and complexity; fees negotiable and documented in Financial Planning/Consulting Agreement

Percentage

$0 - $250,000: 2.16% (2.00% advisor fee + 0.16% program fee max) $250,000 - $500,000: 2.12% (2.00% advisor fee + 0.12% program fee max) $500,000 - $1,000,000: 2.10% (2.00% advisor fee + 0.10% program fee max) $1,000,000 - $2,000,000: 2.06% (2.00% advisor fee + 0.06% program fee max) $2,000,000 - $5,000,000: 2.05% (2.00% advisor fee + 0.05% program fee max) $5,000,000+: 2.04% (2.00% advisor fee + 0.04% program fee max)

Commissions

Advisory firm is a broker-dealer; clients pay commissions when purchasing securities or insurance products through brokerage services; IARs receive commissions separately

Project-based

Hourly financial consulting fees, payable in advance or arrears; specific amounts negotiated per client

Subscriptions

Subscription-based fees for financial planning programs, paid monthly or quarterly as specified in Financial Planning/Consulting Agreement

Other

Account minimum: $2,000 Fee-only: Negotiable fees for advisory services generally up to 3.00% annually; financial planning hourly fees, fixed fees, subscription fees available; fees specified in Financial Planning/Consulting Agreement

Location

See office

Shell Knob, MO Ledgestone Road

75 Ledgestone Road

Shell Knob MO 65747

Advisors at this office

1

Most active in

Texas

Work history

40 years of industry experience

Independent Financial Group, LLC

2026 - Present • 1 year

Shell Knob, MO

Clearwater Wealth Management

2025 - 2026 • 1 year

Overland Park, KS

Principal Life Insurance Company

2025 - 2026 • 1 year

Overland Park, KS

Principal Securities, Inc.

2025 - 2026 • 1 year

Overland Park, KS

Northwestern Mutual Wealth Management Company

2025 - 2025 • 1 year

Milwaukee, WI

Northwestern Mutual Life Insurance Company

2025 - 2025 • 1 year

Milwaukee, WI

Banwart Family Holdings LLC

2025 - 2025 • 1 year

Kansas City, MO

Northwestern Mutual Investment Services LLC

2025 - 2025 • 1 year

Kansas City, MO

Josh Banwart

2025 - 2025 • 1 year

Kansas City, MO

Franklin Cattle Farm and Consulting

2024 - 2024 • 1 year

Knob Knoster, MO

SLO Bro LLC

2024 - 2024 • 1 year

Knob Knoster, MO

Independent Financial group

2019 - 2024 • 5 years

Shell Knob, MN

LPL Financial

2010 - 2019 • 9 years

Shell Knob, MO

NRP Advisors, Inc.

2007 - 2010 • 3 years

RPCG, Inc.

2005 - 2007 • 2 years

Kansas City, MO

LPL Financial

2002 - 2007 • 5 years

Prudential Equity Group, LLC

1995 - 2002 • 7 years

Overland Park, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Fadilah G

Series 63, Series 65

Cape Fair, MO

LPL Financial

Fadilah Gambrell is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. She has 26 years of industry experience and has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios, third-party subadvisors, and research-driven strategies.

College savings (529s, UTMA, etc.)

Samuel P

Series 66

Branson West, MO

Edward Jones

Samuel Piche is a financial advisor at Edward Jones in Branson West, MO, holding a Series 66 designation. He has prior experience at Generations Bank, Robbins Insurance Group, Ozarks Teen Challenge, Home of Grace, and the Army National Guard. Outside of finance, he has been involved in a construction business partnership through Nobel Construction LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, investment strategies, and affiliated capabilities. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Wealth management ESG / Sustainable investing Military & Veterans Religious/faith focused
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Amanda A

Series 66

Kimberling City, MO

Edward Jones

Amanda Ayres is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2000. Outside of her advisory role, she serves as a Member at Large for The Estates of Hickory Woods Homeowner's Association in Nashville, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment advisory programs and affiliated services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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John R

Series 66

Blue Eye, MO

Edward Jones

John Rhodes is a financial advisor with Edward Jones, holding a Series 66 credential and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Rhodes is a martial arts instructor specializing in Kajukenpo. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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William H

Series 66

Kimberling City, MO

Thrivent Investment Management

William Hennecke Jr. is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2024. Prior to his advisory career, he was involved with several parishes, including Our Lady of the Cove, Sacred Heart, St. Ann, St. Teresa, Christ the King, and St. Jude Chapel. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations

Jeremy Y

Series 66

Branson West, MO

Edward Jones

Jeremy Young is a financial advisor with Edward Jones in Branson West, Missouri, holding a Series 66 designation and with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is the sole member of Young Legacy, LLC, a business managing a nightly rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large retail advisor and branch network.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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