Goodyear, AZ Office
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Independent Financial Group, LLC
Enterprise
Firm-wide stats for Independent Financial Group, LLC
About
Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base that includes individuals, high‑net‑worth clients, trusts, corporate and pension/profit‑sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non‑discretionary portfolio management through its AccessPoint and Schwab CAM platforms, third‑party asset manager (TPAM) programs, separately managed accounts, unified managed accounts, and retirement plan services.
Investment Adviser Representatives (IARs) develop and implement client strategies using firm‑ and third‑party models, with client risk tolerances gathered via questionnaires to create Statements of Investment Selection and tailored proposals. The firm’s model construction and manager selection processes combine strategic asset allocation, multi‑manager/hybrid portfolios, and ongoing due diligence and monitoring, with a mix of passive and active exposures across standard risk profiles.
Compared with many large enterprise firms, IFG operates as a dually registered broker‑dealer and investment adviser—its brochure discloses that many IARs are dually licensed and that commissionable brokerage and ticket‑charge markups remain part of the business, creating potential conflicts that the firm describes and monitors. The firm is privately owned with no network affiliation and discloses several regulatory matters and remediation actions (including recent SEC and FINRA matters and a late Form 13F filing), as well as participation in third‑party programs (e.g., FundVest and cash‑sweep arrangements) that distinguish its revenue and custody relationships from many peers.
Based on Independent Financial Group, LLC
Expertise
Based on Independent Financial Group, LLC
Location
15150 W Park Place, Suite 303
Goodyear AZ 85395
Advisors at this office
3
Advisors at this office
Kyle A
Series 63, Series 65
Goodyear, AZ
Independent Financial Group, LLC
Kyle Addington is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at American Wealth Advisers, PLLC, Kovack Advisors, Inc., Crown Capital Securities, L.P., and National Planning Corporation. Outside of his advisory work, he owns a tax preparation and filing business and serves as a power of attorney for his parents' living trust. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a blend of firm- and third-party models across discretionary and non-discretionary portfolio management, combining strategic asset allocation with active and passive investments.
Justin T
Series 66
Goodyear, AZ
Independent Financial Group, LLC
Justin Tanquist is a Series 66 licensed advisor at Independent Financial Group, LLC with two years of industry experience. Before joining Independent Financial Group, he worked in the retail and service sectors, including positions at Carabba's Italian and Troon Golf. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through multiple platforms and combines strategic asset allocation with ongoing due diligence across active and passive investments.
Keith S
Series 63, Series 65
Goodyear, AZ
Independent Financial Group, LLC
Keith Schlottman is a financial advisor at Independent Financial Group, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Independent Financial Group since 2008. In addition to his advisory role, he operates Schlottman CPA's PLC, providing tax preparation and accounting services. He also serves as treasurer for two nonprofit organizations and owns businesses including an electronics engineering firm and a local running club. Independent Financial Group, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and retirement plans. The firm utilizes a mix of strategic asset allocation, multi-manager portfolios, and both passive and active investment strategies, with services delivered through multiple platforms and tailored to client risk profiles.
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