Adam Blake Bonner, CFP | Financial Professional | Amarillo, Texas | INDEPENDENT FINANCIAL GROUP, LLC

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Contact Information

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Disclosures on record.

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.

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Credentials

CFP®

Certified Financial PlannerSince 2016

Years of Experience

14 years registered in the securities industry

Current & Past Employments

Current

INDEPENDENT FINANCIAL GROUP, LLCCurrent·CRD# 7717

RIA

BD

7629 Hillside Rd. Ste. 100, Amarillo, TX 79119

May 21, 2019 - Present

INDEPENDENT FINANCIAL GROUP, LLCCurrent·CRD# 7717

RIA

BD

7629 Hillside Rd. Ste. 100, Amarillo, TX 79119

May 21, 2019 - Present

Past

LPL FINANCIAL LLCPast·CRD# 6413

BD

Amarillo, TX

November 27, 2017 - May 23, 2019

LPL FINANCIAL LLCPast·CRD# 6413

RIA

Amarillo, TX

August 14, 2017 - May 23, 2019

UNITED CAPITAL FINANCIAL ADVISORSPast·CRD# 134600

RIA

Irving, TX

June 5, 2015 - August 9, 2017

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Current Firm

INDEPENDENT FINANCIAL GROUP, LLC

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)

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

624

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A WRAP BROCHURE SEPTEMBER 2026 (9/29/2026)

FORM ADV PART 2A SEPTEMBER 2026 (9/29/2026)

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
KREISMAN, SARAH JILL	SVP & GENERAL COUNSEL	2671706
PEARSON, TROY DALE	ROSFP	2413897

Regulatory Assets Under Management

Total Number of Accounts

54,951

AUM (Assets Under Management)

$12,925,435,801

Disclosures

Regulatory Event

16

Arbitration

2

Bond

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) AMARILLO WEALTH MANAGEMENT, LLC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2018 ADDRESS: 7629 Hillside Rd., Ste. 100, Amarillo TX 79119, United States DESCRIPTION: DBA Name for Marketing Purposes.

(2) BOOGE PROPERTIES LP POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 7306 SW 34th Ave, SUITE 1, PMB 351, Amarillo TX 79121, United States DESCRIPTION: Farming leases primarily in Iowa. Annually renew the cash rent agreements with the farmers and oversee the distributions.

(3) AL-BO LP POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 7306 SW 34th Ave, SUITE 1, PMB 351, Amarillo TX 79121, United States DESCRIPTION: Farming leases primarily in Iowa. Oversee the distribution on income generated to the beneficiaries.

(4)ALAN M. BOOGE REVOCABLE TRUST POSITION: Officer/Director NATURE: Acting as a POA, Trustee, Executor (Non-Securities Client). INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 7306 SW 34th Ave, SUITE 1, PMB 351, Amarillo TX 79121, United States DESCRIPTION: Manage the business decisions associated with Booge Properties LP and Al Bo LP.

(5) ALAN BOOGE IRREVOCABLE TRUST OF 1999 POSITION: Officer/Director NATURE: Acting as a POA, Trustee, Executor (Non-Securities Client). INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 7306 SW 34th Ave, SUITE 1, PMB 351, Amarillo TX 79121, United States DESCRIPTION: Track and transfer the cash rent generated from the farming leases of Booge Properties LP and Al-Bo LP to be distributed to each of the beneficiaries.

(6) BOOGE ENTERPRISES POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 7306 SW 34th Ave, SUITE 1, PMB 351, Amarillo TX 79121, United States DESCRIPTION: Partner and 1% owner of Booge Properties LP and Al-Bo LP.

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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

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Arkansas
(7/31/2020)

RR

Florida
(5/21/2019)

RR

Georgia
(8/6/2020)

RR

Indiana
(8/10/2020)

RR

Kansas
(1/4/2024)

RR

New Mexico
(7/28/2020)

RR

Oklahoma
(9/29/2020)

RR

Tennessee
(2/9/2021)

RR

Texas
(5/21/2019)

IAR

Texas
(5/21/2019)

RR

Virginia
(7/28/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.