American Independent Securities Group, LLC

American Independent Securities Group, LLC (CRD# 135288) is a financial advisory firm headquartered in Eagle, ID. They manage $412,166,856 in 2,473 accounts and serve the financial needs of clients across 45 states (or territories).

Current Firm Details
664 S Rivershore Lane Ste 150, Eagle, ID 83616
http://www.comprehensivefinancialstrategies.com
By the Numbers
  • Total Assets Under Management
    412
    MILLION
  • Total Number of Accounts
    2,473
    ACCOUNTS
  • Average Account Value
    $166,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at American Independent Securities Group, LLC
Showing 1 - 10 of 37 top financial advisors.
1
Lisa Adams, financial advisor Eagle ID
Lisa M. Adams
CRD#: 6489237
664 S Rivershore Lane, Suite 150, Eagle, ID 83616

Lisa Adams (CRD# 6489237) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 5 years of experience in the finance industry.

2
Tracee Adams, financial advisor Wichita KS
Tracee A. Adams
CRD#: 5858361
310 W. Central, Suite 214, Wichita, KS 67202

Tracee Adams (CRD# 5858361) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Wichita, KS and has over 10 years of experience in the finance industry.

3
Lance Altheide, financial advisor Eagle ID
Lance L. Altheide
CRD#: 2622202
664 S Rivershore Lane, Suite 150, Eagle, ID 83616

Lance Altheide (CRD# 2622202) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 26 years of experience in the finance industry.

4
Kevin Andrews, financial advisor Eagle ID
Kevin E. Andrews
CRD#: 4681693
664 S Rivershore Lane Ste 150, Eagle, ID 83616

Kevin Andrews (CRD# 4681693) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 18 years of experience in the finance industry. Kevin Andrews has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Tracy Baggerly, financial advisor Eagle ID
Tracy L. Baggerly
CRD#: 3195686
664 S Rivershore Lane, Suite 150, Eagle, ID 83616

Tracy Baggerly (CRD# 3195686) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 23 years of experience in the finance industry.

6
Charles Beeler, financial advisor Eagle ID
Charles R. Beeler
CRD#: 6027457
664 S Rivershore Lane, Suite 150, Eagle, ID 83616

Charles Beeler (CRD# 6027457) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 10 years of experience in the finance industry.

7
Richard Biel, financial advisor Spokane WA
Richard M. Biel
CRD#: 2140569
1312 N Monroe St Suite 93, Spokane, WA 99201

Richard Biel (CRD# 2140569) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Spokane, WA and has over 30 years of experience in the finance industry.

8
Gregory Bonzelaar, financial advisor Graham TX
Gregory S. Bonzelaar
CRD#: 2385776
Graham, TX

Gregory Bonzelaar (CRD# 2385776) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Graham, TX and has over 28 years of experience in the finance industry.

9
James Brown, financial advisor Eagle ID
James B. Brown
CRD#: 6216202
664 S Rivershore Lane, Suite 150, Eagle, ID 83616

James Brown (CRD# 6216202) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 8 years of experience in the finance industry.

10
Ryan Carlson, financial advisor Eagle ID
Ryan S. Carlson
CRD#: 4209072
664 S Rivershore Lane, Suite 150, Eagle, ID 83616

Ryan Carlson (CRD# 4209072) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 21 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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