SK
Simon S. Kramedjian
INDEPENDENT FINANCIAL GROUP
Bend, OR
Some features on this profile are disabled
CRD#: 1088120
SK
Professional summary
Simon Suzmed Kramedjian, CFP®, who also goes by Simon Suzmed Kramedjan, is a registered financial advisor currently at INDEPENDENT FINANCIAL GROUP, LLC located in Bend, Oregon.
Simon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Simon has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Simon Suzmed Kramedjan
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) ADANA CORPORATION POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/1994 ADDRESS: 19441 Golden Meadow Loop, Bend OR 97702, United States DESCRIPTION: 100% OWNER - ADANA CORPORATION - RESCUEARTH RECYCLING OFFERING SALES OF RECYCLING EQUIPMENT. (2) SIMON FINANCIAL POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/1994 ADDRESS: 19441 Golden Meadow Loop, Bend OR 97702, United States DESCRIPTION: 100% OWNER OF DBA SIMON FINANCIAL USED FOR MARKETING PURPOSES. (3) RENTAL PROPERTY POSITION: owner NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 12/30/1994 ADDRESS: 19441 Golden Meadow Loop, Bend OR 97702, United States DESCRIPTION: 100% OWNER OF RESIDENTIAL RENTAL PROPERTIES. (4) SIMON SUZMED KRAMEDJIAN POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2003 ADDRESS: 19441 Golden Meadow Loop, Bend OR 97702, United States DESCRIPTION: OR INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS. (5) RIVER CANYON ESTATES HOMEOWNERS ASC. POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/09/2020 ADDRESS: 19441 Golden Meadow Loop, Bend OR 97702, United States DESCRIPTION: River Canyon Estates HOA (non-profit) Review Financial Records and report to the Board of Directors. All financial decisions are made by the majority vote of the Board of Directors. I am a Director and member of the board serving as treasurer.
CRS (Client Relationship Summary) - RIA
Click below to view Simon Suzmed Kramedjian's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Simon Suzmed Kramedjian's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
October 21, 2005 - Present
INDEPENDENT FINANCIAL GROUP, LLC
RIA
BD
CRD#: 7717
Bend, OR
Current
October 31, 2003 - Present
INDEPENDENT FINANCIAL GROUP, LLC
RIA
BD
CRD#: 7717
Bend, OR
Past
October 31, 2003 - October 21, 2005
INDEPENDENT FINANCIAL GROUP, LLC
RIA
CRD#: 125953
EL CAJON, CA
Past
December 16, 1997 - November 7, 2003
SENTRA SECURITIES CORPORATION
RIA
CRD#: 10249
EL CAJON, CA
Past
January 24, 1994 - November 7, 2003
SENTRA SECURITIES CORPORATION
BD
CRD#: 10249
PHOENIX, AZ
Past
June 14, 1985 - February 1, 1994
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Past
February 3, 1984 - February 12, 1985
MOORE & SCHLEY, CAMERON & CO.
BD
CRD#: 6917
Past
January 17, 1984 - February 7, 1985
GMS GROUP
BD
CRD#: 8000
Past
January 19, 1983 - January 6, 1984
MARKS, ALLEN & CO.
BD
CRD#: 7211
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
INDEPENDENT FINANCIAL GROUP, LLC
HAGERTY STEWART & ASSOCIATES LLC | INDEPENDENT FINANCIAL GROUP, LLC | INDEPENDENT FINANCIAL GROUP, INC | IFG FINANCIAL GROUP, LLC | HAGERTY, VAN MOURICK & LOGAN | HAGERTY, STEWART AND ASSOCIATES, INC. | HAGERTY, STEWART & ASSOCIATES, INC.
CRD#: 7717 / SEC#: 801-62667, 8-22870
RIA
Registered Investment Advisory firm - SEC (1/30/2004 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(11/11/2019)
RR
Arizona(10/8/2012)
RR
California(10/31/2003)
RR
Florida(10/31/2003)
RR
New Jersey(11/24/2003)
RR
New Mexico(3/21/2025)
RR
Oregon(1/3/2005)
IAR
Oregon(7/11/2006)
RR
Tennessee(2/1/2024)
RR
Utah(10/31/2003)
RR
Washington(1/21/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
INDEPENDENT FINANCIAL GROUP, LLC
HAGERTY STEWART & ASSOCIATES LLC | INDEPENDENT FINANCIAL GROUP, LLC | INDEPENDENT FINANCIAL GROUP, INC | IFG FINANCIAL GROUP, LLC | HAGERTY, VAN MOURICK & LOGAN | HAGERTY, STEWART AND ASSOCIATES, INC. | HAGERTY, STEWART & ASSOCIATES, INC.
CRD#: 7717 / SEC#: 801-62667, 8-22870
RIA
Registered Investment Advisory firm - SEC (1/30/2004 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
12671 High Bluff Drive Suite 200, San Diego, CA 92130
Mailing Address
12671 High Bluff Drive Suite 200, San Diego, CA 92130
Phone number
(858) 436-3180
Established
Delaware since 07/09/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
622
SEC notice filing (52 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INDEPENDENT FINANCIAL GROUP, INC. | OWNER | |
| DAVIS, SCOTT EARLE | CFO & FINOP | 7160800 |
| DENNEN, BRIAN | CCO BROKERAGE & ADVISORY | 3239786 |
| FISCHER, DAVID ALLEN | MANAGING DIRECTOR | 1634222 |
| HEISING, SCOTT ALLEN | CHIEF EXECUTIVE OFFICER/ MANAGING DIRECTOR | 2192259 |
| KEEFE, KEVIN MICHAEL | PRESIDENT, COO | 1869560 |
| KREISMAN, SARAH JILL | SVP & GENERAL COUNSEL | 2671706 |
| PEARSON, TROY DALE | ROSFP | 2413897 |
Regulatory assets under management
| Total Number of Accounts | 44,046 |
| AUM (Assets Under Management) | $ 11,322,059,063 |
Disclosures
| Regulatory Event | 15 |
| Arbitration | 2 |
| Bond | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
