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Lee H
Series 63
Warsaw, IN
Independent Financial Group, LLC
Lee Heyde is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and 27 years of industry experience. He worked at LPL Financial for 16 years before joining Independent Financial Group in 2019. Heyde is also an attorney and owner of Heyde Law Offices, PC, providing legal services, and he operates a tax preparation and bookkeeping firm, Heyde & Associates PC. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a model-driven investment approach combining strategic asset allocation with active and passive management across various risk profiles.
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