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Kurt Patrick Kennedy

Independent Financial Group, LLC

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About Kurt Patrick Kennedy

Kurt Patrick Kennedy is a financial advisor at Independent Financial Group, LLC. Kurt has been in the financial industry since February 26, 2014 and has a strong track record of providing investment advice to a wide range of clients. Kurt is a registered representative of Independent Financial Group, LLC and has a Series 7, Series 66, and SIE license. He is also a registered Investment Advisor Representative (IAR) in California and Texas. Kurt specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and non-profit organizations. Prior to joining Independent Financial Group, LLC, Kurt worked as a Financial Advisor at Morgan Stanley for nine years.

Firm Information

Kurt Kennedy is currently registered with Independent Financial Group, LLC. Independent Financial Group, LLC is a limited liability company formed in July 2001 and headquartered in San Diego, California. The firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Independent Financial Group, LLC

12671 HIGH BLUFF DR

SAN DIEGO, CA 92130

$6.75B

Assets Under Management

270

Total Clients

524

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kurt Kennedy’s Registration & Firm History

CA

08/04/2023 - Present

Independent Financial Group, LLC (SAN LUIS OBISPO CA)

CA

02/27/2014 - 08/18/2023

MORGAN STANLEY (San Luis Obispo CA)

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Licenses & Designations

BOTH

Issued 04/02/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kurt Patrick Kennedy.
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