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Scott Ronald Pilchard

Investment adviser representative at Independent Financial Group, LLC
11 yearsExperience
2 statesRegistered in
$12.9BFirm assets
22 yearsFirm in business

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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

11 years in the industry.

  1. Independent Financial Group, LLCAug 2022 to now
  2. Fbl Financial GroupAug 2019 to Aug 2022
  3. Fbl Marketing Services, LLCAug 2019 to Aug 2022
  4. Global Retirement Partners, LLCJan 2017 to Aug 2019
  5. LPL Financial, LLCJan 2017 to Aug 2019
  6. Midfirst Trust CompanyJul 2015 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 2 states (AZ, TX).

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
2197234
Firm CRD
7717
Advisor's SEC record (opens in a new tab)
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