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SVP & General Counsel · Independent Financial Group, LLC

Sarah Jill Kreisman

CRD 2671706 · Named on Form ADV at one SEC-registered adviser

At a glance

Independent Financial Group, LLC, an SEC-registered broker-dealer firm based in SAN Diego, CA with $12.9 billion in regulatory assets, lists Sarah Jill Kreisman on its Form ADV as SVP & General Counsel.

Firms and roles

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Sarah’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Sarah on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sarah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.