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Assen Alexandrov Kuklin

Investment adviser representative at Independent Financial Group, LLC
10 yearsExperience
1 stateRegistered 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

10 years in the industry.

  1. Independent Financial Group, LLCNov 2025 to now
  2. Dempsey Lord Smith, LLCJul 2021 to Nov 2025
  3. Arkadios CapitalDec 2020 to Aug 2021
  4. Arkadios Wealth AdvisorsDec 2020 to Aug 2021
  5. Skyway Capital Markets. LLCJun 2019 to Nov 2025
  6. Sqn Securities, LLCOct 2016 to Jun 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

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

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
6241473
Firm CRD
7717
Advisor's SEC record (opens in a new tab)
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