user avatar

Garth Krieger

Advisor at Independent Financial Group, LLC

Updated today

Location

New Meadows, ID

Credentials

Series 63, Series 66

Industry experience

26 years

About

Garth Krieger is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, he works as an independent contractor offering various insurance products. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives.

Client services

Based on Independent Financial Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Independent Financial Group, LLC

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Independent Financial Group, LLC

Founder/Business Owner Executive

Fee options

Fixed

Flat fees for financial planning and consulting services; negotiable and specified in Financial Planning/Consulting Agreement.

Percentage

$0 - $250,000: 2.00% maximum Advisor Fee + 0.16% Program Fee $250,000 - $500,000: 2.00% maximum Advisor Fee + 0.12% Program Fee $500,000 - $1,000,000: 2.00% maximum Advisor Fee + 0.10% Program Fee $1,000,000 - $2,000,000: 2.00% maximum Advisor Fee + 0.06% Program Fee $2,000,000 - $5,000,000: 2.00% maximum Advisor Fee + 0.05% Program Fee $5,000,000+: 2.00% maximum Advisor Fee + 0.04% Program Fee

Commissions

Commissions earned by IARs when acting as registered representatives for brokerage services outside advisory programs.

Project-based

Hourly financial consulting fees, collected in advance or arrears; negotiable and specified in Financial Planning/Consulting Agreement.

Subscriptions

Subscription-based fees for financial planning programs, stated in the Financial Planning/Consulting Agreement, paid monthly or quarterly.

Other

Account minimum: $2,000 to $100,000 depending on program; specific minimums include $5,000 for AccessPoint Models, $25,000 for AccessPoint Advisor Portfolios, $2,000 manager dependent for Fund Strategist Portfolios, $100,000 for Separately Managed Accounts, $50,000 for Unified Managed Accounts, $25,000 for AP Client, $50,000 for CAM Client Schwab, no minimum for Retirement Plan Services (RPS) Fee-only: Hourly rates, flat fees, and subscription billing for financial planning and consulting services; fees are negotiable and detailed in Financial Planning/Consulting Agreement.

Location

New Meadows, ID

Most active in

Idaho · Texas

Work history

Independent Financial group

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Brian S

Series 63, Series 65

Mccall, ID

Core Asset Managnement LLC

Brian Stoll is a financial advisor with Core Asset Management LLC in McCall, Idaho, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Silber Bennett Financial since 2015 and has been involved with Core Asset Management Strategies since 2010. Outside of his advisory role, he serves as Chief Operations Officer at ORE Asset Management, where he manages advisory and operational duties. Core Asset Management Strategies provides investment supervisory services primarily to individual and high-net-worth clients through discretionary portfolio management. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, offering both group and individual investment models that include dynamic risk allocation and a range of trading strategies such as short sales and options writing.

Active portfolio management Options & derivatives strategies

Tama L

Series 66

Mc Call, ID

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Michael V

CFP®, ChFC®, Series 66

Mc Call, ID

Edward Jones

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Government Employee Founder/Business Owner
user avatar

Patrick M

Series 63, Series 65

Mc Call, ID

Ameriprise

Patrick Mc Keown is a financial advisor at Ameriprise with 39 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 1986. He holds Series 63 and Series 65 designations. Ameriprise offers retirement-income planning services focused on clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Jack R

Series 66

Mccall, ID

LPL Financial

Jack Richelieu is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at Edward Jones for seven years and has background experience as a Bureau of Land Management Fire Technician and in construction. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team, delivering services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Audrey B

Series 66

Mc Call, ID

Edward Jones

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")