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Chad W Schiel

Investment adviser representative at Independent Financial Group, LLC
14 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

14 years in the industry.

  1. Independent Financial Group, LLCFeb 2012 to now

Exams passed

  • Series 66 · Uniform Combined State Law2009

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
5706184
Firm CRD
7717
Advisor's SEC record (opens in a new tab)
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