Saint Louis, MO Olive Blvd Office

Team
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Independent Financial Group, LLC logo

Independent Financial Group, LLC

Enterprise

Firm-wide stats for Independent Financial Group, LLC

Total advisors

461

Across 293 offices

Clients per advisor

56 Typical

Avg AUM per client

$474,424 Typical

HNW client ratio

9% Low

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

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)

Based on Independent Financial Group, LLC

Occupation focus

Founder/Business Owner Executive Retired

Based on Independent Financial Group, LLC

Location

11440 Olive Blvd #250

Saint Louis MO 63141

Advisors at this office

7

Advisors at this office

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John Eric H

CFP®, Series 63

Saint Louis, MO

Independent Financial Group, LLC

John Eric Hoemeyer is a CFP® with 37 years of industry experience, currently with Independent Financial Group, LLC. His prior experience includes roles at Royal Alliance Associates, Premier Financial Partners, LPL Financial, and WS Griffith Securities. He serves as a board member for the not-for-profit New Haven Care Center. 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, combining strategic asset allocation with active and passive investment strategies.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar

Craig V

Series 63, Series 65

Saint Louis, MO

Independent Financial Group, LLC

Craig Venard is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He previously worked at OSAIC for 21 years before joining his current firm in 2026. Outside of advising, Venard conducts occasional leadership and communication training seminars and serves on the advisory board of Restore St. Louis, a nonprofit focused on inner-city services. 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 a mix of firm- and third-party models, employing both passive and active investment strategies tailored to client risk profiles.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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David W

Series 66

Saint Louis, MO

Independent Financial Group, LLC

David Wibbenmeyer is a financial advisor at Independent Financial Group, LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Premier Financial Partners, LLC and Royal Alliance. In addition to his advisory work, he provides traditional insurance products including life, health, and disability insurance through a sole proprietorship. Independent Financial Group serves a broad client base including individuals, high-net-worth clients, trusts, and institutional accounts, offering a range of financial planning and portfolio management services using both firm models and third-party asset managers.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Alex S

Series 63, Series 65

Saint Louis, MO

Independent Financial Group, LLC

Alex Staggenborg is a financial advisor with Independent Financial Group, LLC in Saint Louis, MO. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at Premier Financial Partners, UBS Financial Services Inc., Riverland Wealth Management, and service in the United States Air Force both active duty and reserves. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm utilizes a combination of strategic asset allocation and manager selection across passive and active exposures, delivering tailored client strategies through its proprietary and third-party platforms.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Gregory B

Series 63, Series 66

Saint Louis, MO

Independent Financial Group, LLC

Gregory Bersch is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Premier Financial Partners, Osaic Wealth, Royal Alliance Associates, LPL Financial, and WS Griffith Securities. He has also worked with clients of Eric Hoemeyer as a registered assistant. 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, portfolio management through multiple platforms, and employs a combination of passive and active strategies with ongoing due diligence.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar

Ronald M

CFP®, ChFC®, Series 63

Saint Louis, MO

Independent Financial Group, LLC

Ronald Martin Jr. is a CFP® and ChFC® with 34 years of industry experience. He is currently with Independent Financial Group, LLC and has prior experience at OSAIC, Premier Financial Partners, LLC, and WS Griffith Securities, Inc. In addition to his advisory role, he is the owner of an LLC unrelated to investments. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a range of portfolio management strategies that integrate both active and passive investment exposures tailored to client risk profiles.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
user avatar

John M H

CFP®, Series 66

Saint Louis, MO

Independent Financial Group, LLC

John M. Hoemeyer is a Certified Financial Planner® affiliated with Independent Financial Group, LLC and has five years of industry experience. Prior to joining Independent Financial Group in 2026, he worked at Royal Alliance Associates, Inc. and has a legal background including operating his own law firm focused on estate planning. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs strategic asset allocation with a combination of passive and active investment strategies across various risk profiles.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
View complete list of advisors at this office
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