Independent Financial Group LLC, or IFG, announced the addition of financial services executive Kevin M. Keefe as president and chief operating officer. With more than 30 years of experience in the independent broker-dealer and registered investment adviser space, IFG said Keefe will help shape the privately held firm’s forward-looking growth trajectory as well as oversee compliance, operations, supervision, and all product marketing.
“With more than three decades of experience in the financial services industry, we are very pleased to welcome Kevin to the IFG leadership team,” said Scott Heising, chief executive officer and founder of IFG. “Kevin is a proven leader with a strong vision for how to elevate our offering and help our advisers thrive in an evolving landscape.” Heising currently serves as both CEO and president and will now focus exclusively on his CEO role.
Most recently, Keefe served as CEO of Realta Wealth from 2023 to 2025, where IFG said he led a full-scale modernization of the 30-year-old firm – rebranding the business, enhancing adviser services, expanding revenue streams, and building a new executive leadership team.
About this latest career appointment, Keefe said, “I’m honored and thrilled to join the outstanding team at IFG, a firm widely respected in the industry for its growth, and its exceptional service with a deep commitment to its financial advisers. I’m looking forward to helping build on IFG’s strengths.”
Keefe’s extensive career includes senior leadership positions at leading firms including serving as president and CEO of First Allied Securities from 2014 to 2018 and as head of wealth management at Advisor Group (now OSAIC) from 2010 to 2014. He also held executive roles at LPL Financial from 2004 to 2009 during its transition to a public company, in addition to senior positions with industry-leading organizations such as BNY Mellon, BISYS, Fidelity Investments, and NATIXIS.
A chartered financial analyst and holder of FINRA Series 6, 7, 24, 63, and 66 licenses, IFG said Keefe is recognized for his deep understanding of adviser needs, delivering operational excellence, and driving strategic execution. He has served on various industry boards, including the Financial Services Institute, i.e., FSI, the Money Management Institute and the Institute for Portfolio Alternatives, or IPA.
“Kevin is a well-respected figure in the industry, and we’re excited about the energy and expertise he brings. We’re confident he’ll help take IFG advisors, and our firm, to the next level,” added David Fischer, co-founder and chief marketing officer of IFG.
Founded in 2003, Independent Financial Group is a privately held independent broker-dealer headquartered in San Diego. IFG offers a wide range of business solutions to support over 600 independent financial professionals across more than 400 offices nationwide in 41 states.
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