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Paul Louis Knoblich

Investment adviser representative at Independent Financial Group, LLC
41 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

41 years in the industry.

  1. Independent Financial Group, LLCJul 2022 to now
  2. Npb Financial Group LLCOct 2015 to now
  3. Insurance SalesApr 1985 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 1 state (CA).

Independent Financial Group, LLC

$12.9BAssets managed
26,635Clients
460Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1447147
Firm CRD
7717
Advisor's SEC record (opens in a new tab)
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