The art of independent thinking. ™


Create more wealth for your business by thriving in an advisor-focused family culture.

A boutique investment firm with global reach, IFS Securities has two platforms – an Independent Advisor Network (1099) that caters to retail clients and a Capital Markets Division for institutional and corporate clients. We have traditional W2 branch offices in select geographic markets.

Regardless of your affiliation type, IFS focuses on you and your growing business as a registered financial advisor, giving you unrestricted access to the senior leadership team while placing comprehensive wealth management tools at your fingertips.

We’re not only committed to helping you manage wealth – we will help you create it for yourself.


Learn more about IFS from Brad Fay, EVP and Chief Business Development Officer

Connect with Brad Fay

Full-service support

We provide you with a supportive environment that allows you to be successful, stable and independent in order to succeed. Our full-service support extends from the moment you join the team – including our easy-to-use TransitionCheck™ Decision Guide and Milestones Plan.

Leadership accessibility

Do you currently have access to senior leadership at any time? IFS allows our advisors to experience the human connection, family culture and senior guidance you need to get ahead – whether you need to speak to the president of our firm, the senior management team or any other individuals who may contribute to your success!

Comprehensive marketing capabilities

We’ll help you develop and promote your individual personal brand. IFS provides you with the tools you need to succeed in this competitive market, including a library of compliance-approved ads, newsletters and customized communications templates!

Confidential, Direct Access

Call Brad Fay now, direct at 813.961.2537 or toll-free 877.900.BRAD (2723)
Brad is available to speak afterhours and on the weekends.

Meaningful investment insights

Does your current broker-dealer deliver meaningful investment insights and ideas on a regular basis? IFS provides a broader perspective that comes from serving our financial advisors – as well as institutional clients – meaning you’ll have more actionable investment ideas.

Broad fee-based solutions

We have a wide range of asset management products and resources available, including our arrangement with Raymond James, Sterne Agee and Schwab, providing you with the choices and open architecture you need to help you meet the needs of your clients.

Extensive insurance and alternative investment solutions

As an advisor with IFS, you’ll have access to a vast array of insurance and alternative investment products. Extensive selling agreement list for 529 plans, alternative investments, managed money, mutual funds, fixed and variable annuities, and more!

“Independence gives you choices. As an advisor, you have the freedom to choose the perfect plan to suit your client’s unique needs…and the freedom to balance your career and your family.

John C. Lanaro
IFS Securities, Chicago

“I love the freedom to be able to control my own destiny. I enjoy the interactions between myself and my clients, as well as the home office, and there is unlimited potential on the types of products we can offer to our clients.”

Janet Bentley-Ewers
Stroudsburg, Pennsylvania

It’s Easy to Join Us with Our TransitionCheck™ Decision Guide!

We know that you might be cautious about avoiding client disruptions when changing a broker-dealer relationship. For this reason, IFS Securities provides you with start-to-finish support for a seamless transition!

We offer:

  • A customized transition plan
  • Efficient account and license transfers
  • Support for paperwork and rapid compliance approvals
  • Training and orientation for our products, policies and resources
  • Highly competitive financial support, including transitional loans, addressing of client transfer fees, marketing incentives and other transition allowances
Download Free Decision Guide

Download our TransitionCheck™ Decision Guide to help you consider all of the important questions as you evaluate changing your broker-dealer

Want to learn more about IFS Securities?
Request a full IFS Due Diligence Package. Call Brad Fay, 813.961.2537, email or fill out the form below and we’ll get back to you promptly. We’ll provide you with the details on our products, services and economics you deserve!

Request IFS Due Diligence Package

To access the IFS General Advisor Due Diligence Package, please contact us by phone or email to obtain the code to download.

Advisor Due Diligence Login