Independent Financial Group Welcomes Kevin Keefe as New President and COO to Drive Growth Strategy

Independent Financial Group Expands Leadership Team

Independent Financial Group, LLC (IFG), a well-established independent broker-dealer, has announced a significant addition to its executive team with the appointment of Kevin M. Keefe as the new President and Chief Operating Officer. Keefe brings a wealth of experience spanning over three decades in the financial services sector, promising to steer the firm through its next growth phase.

A New Chapter for IFG

This strategic hire comes at a vital time for IFG as they aim to capitalize on the dynamic evolution of the financial landscape. With Kevin at the helm, the firm anticipates not only the continuation of its growth trajectory but also an enhancement of service delivery for its network of financial advisors. Kevin is set to oversee key areas including Compliance, Operations, Supervision, and Product Marketing, crucial components in ensuring that the organization produces top-tier service and outcomes.

Scott Heising, the CEO and Founder of IFG, expressed his enthusiasm for the new leadership, stating that having a leader of Kevin’s caliber sets the stage for elevating IFG’s offerings. He sees Kevin as a visionary capable of guiding the firm through these changing times.

Kevin Keefe's Solid Background

Before coming to IFG, Kevin Keefe held senior leadership roles at various distinguished firms in the industry, including First Allied Securities and Advisor Group. His extensive experience also encompasses significant positions at LPL Financial, BNY Mellon, and Fidelity Investments. Most recently, he was the CEO of Realta Wealth, a role in which he successfully modernized and rebranded the firm while enhancing advisor services and expanding revenue streams. Kevin is recognized for his focused approach to delivering operational excellence and strategic execution, which aligns seamlessly with IFG's future ambitions.

Future Goals and Commitment

Upon his appointment, Kevin expressed his excitement about joining IFG's respected team, celebrating its commitment to growth and exceptional service for financial advisors. His appointment is seen as a key factor in building on the firm’s existing strengths and driving its next phase of development. Co-founder and CMO, David Fischer, echoed this sentiment, emphasizing Kevin’s respected reputation in the industry and the benefits his leadership will bring to both IFG advisors and the firm itself.

A Look at IFG

Founded in 2003, IFG is headquartered in sunny San Diego, California, and has grown to support over 600 independent financial professionals across 41 states in more than 400 offices. The firm has consistently been recognized as one of the fastest-growing private companies in the U.S., appearing eight times on the Inc. 5000 list since 2010. Furthermore, it has earned accolades for its commitment to female representation among financial advisors and impressive financial advisor payouts.

As IFG continues to grow, the addition of Kevin Keefe is seen as a pivotal moment that could define the organization’s trajectory in the evolving financial services landscape. With leaders like Kevin driving strategic initiatives, IFG is well-positioned to enhance its influence and support for independent financial professionals nationwide.

In summary, the appointment of Kevin M. Keefe as President and COO signals an exciting evolution for Independent Financial Group, building on its legacy of service and commitment to excellence in the financial industry.