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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 26 years of industry experience. He previously worked at LPL Financial for 16 years before joining Independent Financial Group in 2019. Outside of his advisory role, Heyde is the owner of Heyde Law Offices, PC, providing legal services, and Heyde & Associates PC, which offers tax preparation and bookkeeping services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network, utilizing multiple program options and third-party managers to tailor investment strategies.
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