Eagle, ID S Rivershore Ln Office

Alexandru Bistriceanu is a financial advisor at American Independent Securities Group, LLC with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory roles, he has experience working in assisted living and education. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management through both discretionary and non-discretionary arrangements and provides access to third-party managers and estate-planning services.

Kevin Jordan is a Series 66 licensed advisor at American Independent Securities Group, LLC with two years of industry experience. Prior to his current role, he worked at Cole Chevrolet for seven years and Nissan Kia for three years. He is also involved with Rockwood Stone Wealth Management, LLC as a director and partner. American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management, access to third-party managers, and additional services such as estate planning through external providers.

Andrew Daudt is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Edward Jones for 14 years before joining his current firm in 2017. In addition to his advisory role, he operates an independent insurance agency focused on life insurance and annuities. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non-discretionary arrangements, access to third-party managers, and estate-planning services, with a majority of assets managed on a non-discretionary basis.

Timothy Smith is a financial advisor at American Independent Securities Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including USA Financial Securities and IC Advisory Services, Inc. He is also the owner of Financial Ark Builders, an insurance and annuities sales business. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management, access to third-party managers, and estate-planning services.

Lisa Adams is a Series 66 licensed advisor with American Independent Securities Group, LLC, where she has worked since 2015. She has nine years of industry experience. Outside of her advisory role, Adams co-founded and serves as president of the Business Women of Pocatello, a nonprofit organization. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, and charitable organizations. The firm uses an open architecture approach to portfolio management, offering discretionary and non-discretionary account options and access to multiple custodial and advisory platforms.

Kevin Andrews is a CFP® with 22 years of industry experience, currently serving at American Independent Securities Group, LLC since 2006. He holds Series 63 and Series 65 licenses and is based in Eagle, Idaho. Outside of his advisory role, Andrews coaches a competitive youth soccer team and is a partner and director at Eagle Financial Group, where he is involved in fixed insurance products. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach, managing accounts on both discretionary and non-discretionary bases, and offers access to various custodial and advisory platforms.

Russell Paskett is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with the firm since 2007. Outside of his advisory role, he is involved in health insurance sales and acts as an independent agent referring Medicare supplement business, as well as networking with other agents related to a Christian Health Sharing Ministry. American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers and estate-planning services.

Frederick Ostermeyer is a financial advisor at American Independent Securities Group, LLC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors, Securities America Advisors, and Kms Financial Services. Outside of his advisory work, he serves as a director for Trailhead Virtual Academy, a nonprofit educational organization. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and offers both discretionary and non-discretionary account management.

Joseph Thomas is a financial advisor with American Independent Securities Group, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked at Colorado Financial Service Corporation since 2015 and has provided consulting services through Financial Industry Technical Services, Inc. since 2006. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base, utilizing an open architecture approach that includes mutual funds, ETFs, and third-party managers to tailor portfolios based on individual client objectives and risk tolerance.

Tracy Baggerly is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with American Independent Securities Group since 2005. Outside of her advisory role, she serves as a director for the Eagle Rodeo and its associated nonprofit, Eagle Assisted Growth and Learning Environment Inc. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach and offers both discretionary and non-discretionary portfolio management.