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Stacey M Stanek-byars

Investment adviser representative at Independent Financial Group, LLC
21 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

21 years in the industry.

  1. Independent Financial Group, LLCSep 2017 to now
  2. The Thom GroupJul 2013 to now
  3. First Allied Advisory Services, Inc.Jul 2012 to Sep 2017
  4. First Allied Securities, Inc.Jun 2005 to Sep 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
4151750
Firm CRD
7717
Advisor's SEC record (opens in a new tab)
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