Aaron Matthew Buck
Investment adviser representative at Independent Financial Group, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.9BFirm assets
Are you Aaron Matthew Buck? Claim your profile
Contact this firm
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
13 years in the industry.
- Independent Financial Group, LLCMay 2026 to now
- Patriot Investment Management Group IncDec 2022 to Mar 2026
- Northstar Investment Advisory LLCApr 2022 to Dec 2022
- Facet WealthMar 2021 to Apr 2022
- Brogan Financial Inc.Nov 2018 to Mar 2021
- Ic Advisory Services IncOct 2017 to Nov 2018
- The Investment Center IncOct 2017 to Nov 2018
- Securities Service NetworkJul 2015 to Oct 2017
- Ssn Advisory IncJul 2015 to Oct 2017
- Freedom Financial GroupNov 2013 to Nov 2018
- Self EmployedOct 2013 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 6275091
- Firm CRD
- 7717