American Independent Securities Group, LLC

American Independent Securities Group, LLC (CRD# 135288) is a financial advisory firm headquartered in Eagle, ID. They manage $313,452,345 in 2,390 accounts and serve the financial needs of clients across 38 states (or territories).

Current Firm Details
664 S Rivershore Lane Ste 150, Eagle, ID 83616
http://www.capstone-fs.com/
By the Numbers
  • Total Assets Under Management
    313
    MILLION
  • Total Number of Accounts
    2,390
    ACCOUNTS
  • Average Account Value
    $131,152
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, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, ME, MI, MN, MS, MT, ND, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at American Independent Securities Group, LLC
Showing 1 - 10 of 41 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 3 years of experience in the finance industry.

2
Tracee Adams, financial advisor Wichita KS
Tracee A. Adams
CRD#: 5858361
Wichita, KS

Tracee Adams (CRD# 5858361) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Wichita, KS and has over 8 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 25 years of experience in the finance industry.

4
Kevin Andrews, financial advisor Eagle ID
Kevin E. Andrews
CRD#: 4681693
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 17 years of experience in the finance industry.

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 21 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 8 years of experience in the finance industry.

7
Richard Biel, financial advisor Eagle ID
Richard M. Biel
CRD#: 2140569
664 S Rivershore Lane Ste 150, Eagle, ID 83616

Richard Biel (CRD# 2140569) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 29 years of experience in the finance industry.

8
Gregory Bonzelaar, financial advisor Lebanon OR
Gregory S. Bonzelaar
CRD#: 2385776
Lebanon, OR

Gregory Bonzelaar (CRD# 2385776) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Lebanon, OR and has over 27 years of experience in the finance industry.

9
James Brown, financial advisor Albany OR
James B. Brown
CRD#: 6216202
Albany, OR

James Brown (CRD# 6216202) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Albany, OR and has over 7 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 20 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.

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