American Independent Securities Group, LLC

American Independent Securities Group, LLC (CRD# 135288) is a financial advisory firm headquartered in Eagle, ID. They manage $142,722,738 in 1,160 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    1,160
    ACCOUNTS
  • Average Account Value
    $123,037
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, MT, ND, NH, 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 38 top financial advisors.
1
Paul T. Ferguson
CRD#: 2532837
1036 E. Iron Eagle Dr., Suite 105, Eagle, ID 83616
101
Wealthminder
score

Paul Ferguson (CRD# 2532837) 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.

2
Suanne Y. Jones
CRD#: 2745862
1036 E. Iron Eagle Dr., Suite 105, Eagle, ID 83616
96
Wealthminder
score

Suanne Jones (CRD# 2745862) 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. Suanne Jones 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.

3
Thomas C. Sellin
CRD#: 808358
1036 E. Iron Eagle Dr., Suite 105, Eagle, ID 83616
96
Wealthminder
score

Thomas Sellin (CRD# 808358) 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.

4
Lance L. Altheide
CRD#: 2622202
1036 E Iron Eagle Dr. Suite 105, Eagle, ID 83616
93
Wealthminder
score

Lance Altheide (CRD# 2622202) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 22 years of experience in the finance industry.

5
Kevin E. Andrews
CRD#: 4681693
1036 E. Iron Eagle Dr., Suite 105, Eagle, ID 83616
93
Wealthminder
score

Kevin Andrews (CRD# 4681693) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 14 years of experience in the finance industry.

6
Tracy L. Baggerly
CRD#: 3195686
1036 E Iron Eagle Dr. Suite 130, Eagle, ID 83616
93
Wealthminder
score

Tracy Baggerly (CRD# 3195686) 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.

7
Charles R. Beeler
CRD#: 6027457
1036 E. Iron Eagle Dr., Suite 105, Eagle, ID 83616
93
Wealthminder
score

Charles Beeler (CRD# 6027457) 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.

8
Ryan S. Carlson
CRD#: 4209072
1036 E. Iron Eagle Dr., Suite 105, Eagle, ID 83616
93
Wealthminder
score

Ryan Carlson (CRD# 4209072) 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.

9
Nicholas W. Cioffi
CRD#: 1090646
1036 E Iron Eagle Dr. Suite 105, Eagle, ID 83616
93
Wealthminder
score

Nicholas Cioffi (CRD# 1090646) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 34 years of experience in the finance industry.

10
James M. Davis
CRD#: 840862
Palestine, TX
93
Wealthminder
score

James Davis (CRD# 840862) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Palestine, TX and has over 37 years of experience in the finance industry.

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