Quick Facts
Revenue, growth and (for ranks 1–15) rep and asset figures: Financial Planning IBD Elite 2026, self-reported by firms. Other figures as noted.
About Independent Financial Group
IFG is one of the last large, privately held independent broker-dealers. It supports more than 600 financial professionals across more than 400 locations and has stated a goal of reaching $1 billion in annual revenue.
Services Offered
IFG is a dual-registered broker-dealer and investment adviser offering brokerage, portfolio management through its AccessPoint platform and third-party managers, financial planning, annuities and retirement plan services.
Leadership
Scott Heising, co-founder (listed as chief executive by Financial Planning); Kevin Keefe, President & COO; David Fischer, co-founder & CMO.
Independent Financial Group in the News
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Jan. 12, 2026
IFG formed its first President's Advisory Council, made up of affiliated advisors, to give leadership direct input on strategy.
Source: CB Insights (PR Newswire) -
Aug. 2026
IFG ranked No. 3 among IBD Elite firms for the share of women among producing reps (24%).
Source: Financial Planning (IBD Elite 2026 PDF)
Verify Independent Financial Group on FINRA BrokerCheck
Before working with any advisor affiliated with Independent Financial Group, review the firm's and the individual advisor's registration history and disclosures on FINRA BrokerCheck.