Investment Platforms

As a broker-dealer, registered investment adviser, and insurance agency, appropriately licensed IFP financial professionals can use our platform to provide brokerage commission products, fee-based services, and fixed insurance products.

Brokerage Platform

IFP’s commission-based platform is powered by Pershing, which also serves as our clearing firm. Financial professionals can access a wide array of products, including mutual funds, equities, fixed income, structured products, alternative investments, variable annuities, variable life products and more.

Advisory Platform

IFP’s advisory platform is strategically flexible and open architecture. Our financial professionals can service advisory assets in multiple channels that sit on top of our four custodian relationships: Pershing, Fidelity, Charles Schwab, and TD Ameritrade.

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Investment Platform Support

Our in-house, multi-CFA team collaborates with established industry names to build customized investing strategies for financial professionals and their clients.

Aaron Gilman

Chief Investment Officer

Pete Nunley

Director, Asset Management

Hessum Zangenehpour

Director, Trading

Rich Richmond

Director, Annuities

Robert Olsen

Associate, Trading Operations