Kirk Badii
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.
- Independent Financial Group, LLCJan 2020 to now
- Cantella & Co., Inc.Sep 2018 to Jan 2020
- Raymond James Financial Services, Inc.Aug 2018 to Aug 2018
- UBS Financial Services Inc.May 2012 to Aug 2018
Exams passed
- 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
- 5829768
- Firm CRD
- 7717