Unclaimed Profile

Sheila A Kerbein

AMERICAN INDEPENDENT SECURITIES GROUP, LLC·EAGLE, Idaho

SIE, Series 7, Series 24, Series 63Clean recordAMERICAN INDEPENDENT SECURITIES GROUP, LLC

664 S RIVERSHORE LANE STE 150, EAGLE, ID 83616CRD# 5571772Firm CRD# 135288

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sheila A Kerbein · EAGLE, ID

Registration

CRD #5571772 · AMERICAN INDEPENDENT SECURITIES GROUP, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICAN INDEPENDENT SECURITIES GROUP, LLC

CRD 135288 · SEC 801-69138

AUM

$513M

Regulatory assets under management

Employees

2,830 client accounts

Services offered by AMERICAN INDEPENDENT SECURITIES GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AMERICAN INDEPENDENT SECURITIES GROUP, LLC →

Introduction

Speak with Sheila A

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Sheila A is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in EAGLE?

Browse all registered financial advisors in EAGLE, Idaho or claim this profile if it's yours.

Browse EAGLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Sheila A Kerbein offer?

Sheila A Kerbein specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAGLE, Idaho for a consultation.

What are Sheila A Kerbein's credentials?

Sheila A Kerbein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sheila A Kerbein located?

Sheila A Kerbein is based in EAGLE, Idaho, working with AMERICAN INDEPENDENT SECURITIES GROUP, LLC. Their office serves clients in the EAGLE metropolitan area and surrounding communities.

How does Sheila A Kerbein charge for services?

Sheila A Kerbein's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICAN INDEPENDENT SECURITIES GROUP, LLC?

AMERICAN INDEPENDENT SECURITIES GROUP, LLC has approximately 33 employees and manages $513M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →