Investment Platforms
As a broker-dealer, registered investment adviser, and insurance agency, appropriately licensed IFP advisors 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. Advisors 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 advisors can service advisory assets in multiple channels that sit on top of our four custodian relationships: Pershing, Fidelity, Charles Schwab, and TD Ameritrade.
Insurance Platform
With a variety of product carriers to choose from, IFP's in-house team of insurance experts can help you navigate the world of fixed and variable insurance and annuity products. You can also place fixed business through our own general agency, although we leave that choice to you.
Investment Platform Support
Our in-house, multi-CFA team collaborates with established industry names to build customized investing strategies for advisors and their clients.
Aaron Gilman
Chief Investment Officer
Pete Nunley
Director, Asset Management
Hessum Zangenehpour
Director, Trading
Emily Palko
Investment Product Specialist
Robert Olsen
Associate, Trading Operations
Jayne Alford
Divisional President, IFP Insurance Group
Kelle Schnabel
Senior Associate, Insurance Services
Stacy Deranzio
Senior Associate, Case Management