Justin Kauffman
CRD Number: 6449382
Current Firm: Independent Financial Group, LLC
Compensation Model: Both
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 6741281
Charles Schwab & Company, Inc.
CRD# 5739535
Schwab Wealth Advisory, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Independent Financial Group, LLC | Goodyear, AZ | Jan 2019 - Current | 5 |
Jk & Lk LLC | Scottsdale, AZ | Aug 2017 - Jan 2019 | 1 |
United Planners Financial Services | Scottsdale, AZ | Dec 2015 - Jan 2019 | 3 |
Rogers & Kirby | Phoenix, AZ | Jun 2015 - Jan 2019 | 3 |
David Wehe Cfp Cetera Financial Group | Alamosa, CO | Feb 2015 - May 2015 | < 1 |
Adams State University | Alamosa, CO | Aug 2010 - May 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- AZ
- LA
- TX
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Total Assets Under Management6,751MILLIONS
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Justin Kauffman and American Wealth Advisers, PLLC offer securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA/SIPC. American Wealth Advisers and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Ste. 200 San Diego, CA 92130. *The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
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