Independent Planning Group, LLC

Overview

Independent broker-dealer founded 2003 by David Fischer, Joe Miller, and Scott Heising, based in San Diego, CA — operates as Independent Financial Group (IFG), ~$15B AUM, 625+ affiliated advisors. This DB row appears to be a duplicate/alternate-name entry for the same firm as entity_id 91d48649-28cb-4987-ae6e-8c509a75361b.

Key Facts

Type

Broker-Dealer / Trading Execution

Category

Market Facilitator