Bryan P. Hopkins
INDEPENDENT FINANCIAL GROUP
Boise, ID 83702
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CRD#: 4489174
Professional summary
Bryan Paul Hopkins, CFP® is a registered financial advisor currently at INDEPENDENT FINANCIAL GROUP, LLC located in Boise, Idaho.
Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Bryan has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) HOPKINS WEALTH MANAGEMENT GROUP POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/02/2007 ADDRESS: 8141 E. Kaiser Blvd., Suite 106, Anaheim Hills CA 92808, United States DESCRIPTION: 100% OWNER OF DBA HOPKINS WEALTH MANAGEMENT GROUP USED FOR MARKETING SECURITIES AND ADVISORY SERVICES. (2) HOPKINS & COMPANY CPA POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 25 START DATE: 08/01/2013 ADDRESS: 8141 E. Kaiser Blvd., Suite 106, Anaheim Hills CA 92808, United States DESCRIPTION: 100% OWNER OF HOPKINS & COMPANY CPA, INC A FULL SERVICE ACCOUNTANCY FIRM, AN H & R FRANCHISE. (3) LGR POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 17 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2009 ADDRESS: 8141 E. Kaiser Blvd., Suite 106, Anaheim Hills CA 92808, United States DESCRIPTION: 100% OWNER OF LGR OF ARIZONA PROVIDNG RENTAL AND LEASING OF RESIDENTIAL and COMMERCIAL REAL ESTATE. (4) LBJ POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 17 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 8141 E. Kaiser Blvd., Suite 106, Anaheim Hills CA 92808, United States DESCRIPTION: 17% OWNER OF LBJ PROVIDiNG RENTAL AND LEASING OF REAL ESTATE. (5) LGR OF IDAHO POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 17 SECURITIES TRADING HOURS: 0 START DATE: 04/28/2017 ADDRESS: 8141 E. Kaiser Blvd., Suite 106, Anaheim Hills CA 92808, United States DESCRIPTION: 99% OWNER OF LGR OF IDAHO PROVIDNG RENTAL AND LEASING OF REAL ESTATE. (6) HR BLOCK ADVISOR POSITION: Employee NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/09/2023 ADDRESS: 8141 E Kaiser Blvd, Ste 106, Anaheim Hills CA 92808, United States DESCRIPTION: Tax Preparation for current clients (7) EAGLE KIWANIS CLUB POSITION: President Elect NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 10/09/2023 ADDRESS: PO Box 2381, Eagle ID 83616, United States DESCRIPTION: Lead club projects that benefit the community Develop initiatives to increase club membership Developing servant leaders to fulfil the club mission
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Paul Hopkins's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Bryan Paul Hopkins'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: 2009
Experience
Current
November 10, 2010 - Present
INDEPENDENT FINANCIAL GROUP, LLC
Office #1: 877 W Main St. Suite 606, Boise, ID 83702RIA
BD
CRD#: 7717
Boise, ID
Current
September 24, 2010 - Present
INDEPENDENT FINANCIAL GROUP, LLC
Office #1: 877 W Main St. Suite 606, Boise, ID 83702RIA
BD
CRD#: 7717
Boise, ID
Past
November 3, 2005 - September 10, 2010
OSAIC WEALTH, INC.
RIA
CRD#: 23131
ANAHEIM HILLS, CA
Past
January 17, 2002 - September 10, 2010
OSAIC WEALTH, INC.
BD
CRD#: 23131
ANAHEIM HILLS, CA
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
Arizona(9/25/2019)
RR
California(10/26/2010)
RR
Idaho(9/24/2010)
IAR
Idaho(4/21/2022)
RR
Louisiana(10/10/2024)
RR
Massachusetts(2/10/2014)
RR
Michigan(10/14/2025)
RR
Montana(12/13/2021)
RR
Nevada(10/28/2010)
RR
Texas(10/29/2025)
IAR
Texas(10/29/2025)
RR
Washington(8/29/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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.
