Financial I.Q. LLC Employee Directory
Financial ServicesCalifornia, United States2-10 Employees
Financial I.Q. LLC operates in the financial services sector as the parent for Alternative Design Insurance Services, LLC (ADIS), a distributor of specialized investment and insurance products to the insurance industry. Through a network of experienced insurance agents, ADIS markets these alternative vehicles to clients, positioning the firm at the intersection of financial products and insurance distribution. Based in San Diego, California, the company serves a professional audience within the insurance ecosystem, providing access to non-traditional options designed to complement standard offerings. The arrangement suggests a focus on enabling agents to broaden their clients’ choices while navigating regulatory and marketplace considerations inherent to insurance-related investments.