Marysville, WA 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
1507 172nd St NE Ste 201
Marysville WA 98271
Advisors at this office
3
Advisors at this office
John M
Series 66
Marysville, WA
Independent Financial Group, LLC
John Mckeon is a Series 66-licensed financial advisor with Independent Financial Group, LLC, where he has worked since 2009. He has 19 years of industry experience, including two years at Pacific West Financial Consultants Inc. Outside of his advisory role, he is a 50% owner of Tradewinds Beagles, a business involved in raising, showing, and breeding AKC-registered beagles, and volunteers with Snohomish County Volunteer Search and Rescue as well as The Rock Church safety/security team. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan services using a combination of firm and third-party models, integrating strategic asset allocation with ongoing due diligence.
Tina M
Series 66
Marysville, WA
Independent Financial Group, LLC
Tina Morand is a Series 66-licensed advisor with Independent Financial Group, LLC, based in Marysville, WA, with three years of industry experience. She has held positions at McKeon Financial and Rainier Title. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm utilizes both proprietary and third-party models to deliver tailored portfolio management and financial planning services.
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 at Independent Financial Group since 2011 and has been associated with John McKeon & Associates since 2001. Williams also maintains a long-term involvement with Cardinal Frame Shop since 1990. Additionally, she has a 2% ownership interest in McKeon Financial, used for marketing purposes. Independent Financial Group provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and utilizes a combination of strategic asset allocation, multi-manager portfolios, and active and passive investment exposures.
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