Kyle Wong
Investment adviser representative at Independent Financial Group, LLC
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$12.9BFirm assets
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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
9 years in the industry.
- Independent Financial Group, LLCApr 2021 to now
- F3 Logic, LLCJan 2022 to May 2023
- Goldman Sachs & Co. LLCJul 2018 to Apr 2021
- Goldman SachsJun 2017 to Aug 2017
- Colby College - MaineSep 2014 to May 2018
- Colby CollegeAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 6671817
- Firm CRD
- 7717