American Independent Securities Group, LLC

American Independent Securities Group, LLC (CRD# 135288) is a financial advisory firm headquartered in Eagle, ID. They manage $407,674,041 in 2,737 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    408
    MILLION
  • Total Number of Accounts
    2,737
    ACCOUNTS
  • Average Account Value
    $148,949
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
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 30 top financial advisors.
1
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 7 years of experience in the finance industry.

2
Tracee A. Adams
CRD#: 5858361
345 N. Riverview Street, Suite 100, Wichita, KS 67203

Tracee Adams (CRD# 5858361) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Wichita, KS and has over 11 years of experience in the finance industry.

3
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 28 years of experience in the finance industry.

4
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 20 years of experience in the finance industry.

5
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 24 years of experience in the finance industry.

6
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 32 years of experience in the finance industry.

7
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 30 years of experience in the finance industry.

8
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 23 years of experience in the finance industry.

9
Kenneth R. Clark
CRD#: 6409856
664 S Rivershore Lane Ste 150, Eagle, ID 83616

Kenneth Clark (CRD# 6409856) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 9 years of experience in the finance industry.

10
Glenn T. Colangelo
CRD#: 3182753
664 S Rivershore Lane, Suite 150, Eagle, ID 83616

Glenn Colangelo (CRD# 3182753) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Eagle, ID and has over 24 years of experience in the finance industry.

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