Kenneth Beber

I have been an Independent Financial Service Representative since 2000, and have been involved in business management and finances for over 20 years. As any independent advisor, I specialize in working with individuals and small businesses to provide solutions that help his clients to reach their financial goals.

While some financial advisors focus on selling products, I focus on solutions, specifically customizing plans to suit my clients' individual needs. I educate clients to lessen their worries and to help them make more informed financial decisions, by offering a professional, independent and unbiased viewpoint.

I focus on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives from investment strategies, retirement planning, estate planning issues, risk management and retirement income distribution.

Registered Representative offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment adviser. Member FINRA & SIPC.

See Disclosures

Firm Start Year

2000

No. of Employees

5-9

CRD#

4257664

Firm CRD#

7717

Insurance License#

OD18553, 1403116

Name of Broker/Dealer

Independent Financial Group

Name of Custodial Firm

Pershing LLC

States Licensed in

AZ, CA, CO, FL, IA, MN, NJ, NY, OH, OK, OR, TX and WA.

Years of Experience in Financial Services

20

Number of Years with Current Firm

9

Work Experience

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Peak Financial Inc. and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Drive Suite 200, San Diego, CA 92130.

Kenneth Beber licensed to sell securities in the following states: AZ, CA, CO, FL, IA, MN, NJ, NY, OH, OK, OR, TX and WA.

The information provided herein has been obtained from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third-party website, you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning, Portfolio Management, Wealth Management, 401K Rollovers, Retirement Planning

Investment Types

Mutual Funds, Alternative Investments, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways

Email, Phone, Your Home, Your Office, Video Conference, Our Office

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Certifications, Accreditations & Designations

AIF^®, CFS

Securities Licenses

Series 6, Series 7, Series 63, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Accident, Disability

Financial Organization Memberships

National Association of Insurance and Financial Advisors (NAIFA)

Advisor's Number of Clients

87

Advisor's Number of Managed Clients

75

Advisor's Number of Planning Clients

75

Fee Structure

Fee-Based

Compensation Methods

Flat Fee

Fee % Based on Assets

0.25-1.00%

Flat Fee Rate

$500

Minimum Fee Charged for Flat Fee Accounts

$500

Associate in Business Administration - Business Administration

Chaffey College
January 1994 - June 1995

Bachelor of Business Administration - Business Administration

California State University-San Bernardino
1996 - 1998

FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1859333/financialadvisor-peak-financial,-inc.-detailed-disclosure

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. OSJ Branch: 12636 High Bluff Drive Suite 100, San Diego, CA 92130. Peak Financial Inc. and IFG are unaffiliated entities.