Marysville, WA Office

Team
Updated today

Client AUM

$12,285,674,078

Clients

25,896

Advisors

3

Of 461 advisors across 291 offices

Location

1507 172nd St NE Ste 201

Marysville WA 98271

Advisors at this office

3

Advisors at this office

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John M

Series 66

Marysville, WA

Independent Financial Group, LLC

John Mckeon is a Series 66-credentialed financial advisor with Independent Financial Group, LLC, where he has worked since 2009. He has 19 years of industry experience and also operates McKeon Financial, a financial planning and insurance business. Outside of his advisory role, he is involved in raising and showing AKC-registered beagles through a family business and volunteers with Snohomish County Volunteer Search and Rescue as well as a local church safety team. 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 a range of brokerage, portfolio management, and financial planning services through a national network of advisors, utilizing multiple advisory programs and third-party asset managers.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Tina M

Series 66

Marysville, WA

Independent Financial Group, LLC

Tina Morand is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and three years of industry experience. She has worked at McKeon Financial and Independent Financial Group since 2019, and prior to that was employed at Rainier Title for three years. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a mix of in-house and third-party manager models delivered through various platforms.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Cheri W

Series 66

Marysville, WA

Independent Financial Group, LLC

Cheri Williams is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked with Independent Financial Group since 2011 and has been associated with John McKeon & Associates since 2001. Outside of her advisory role, she is a 2% owner of McKeon Financial, a marketing DBA related to her work. 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 of advisors and utilizes multiple investment platforms and third-party managers.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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