The art of independent thinking. ™

Personal Attention

Who understands you better than those who have walked in your shoes?

IFS Securities was founded and is led by experienced professionals who have a vision of helping independent advisors dream bigger, see more opportunities, and achieve their financial goals. All of our partnerships, our technology, and our support teams are here to help you avoid the roadblocks common to this business and partner with you for success.

Access is important.  We believe you should be able to talk with the president of our firm or with any on our senior management team. We seek to partner with advisors for the long-term, so we want our ongoing relationship to be strong and to get to know each other well. It is only through listening to you and working to understand your specific needs that we can serve you effectively. So when you pick up the phone or send your next email to us, you can count on a timely response from your IFS Securities team.

We hire experience.  Our support team members have been where you are or have experience in a variety of areas to support your needs and deliver value to your firm. That is why we hire experienced compliance, operations and back-office professionals for all of our key leadership roles.

From compliance to customized services our back room is second to none.  We are all too aware that the financial advisory business is becoming more complex every year. Compliance concerns, required reporting's and recordkeeping questions call for immediate answers and you need to have around the clock confidence in your broker-dealer. We work hard to earn your trust and are committed to being here when you need us most. 

Avoid a disruptive transition.  You may have experienced the bait and switch of a smooth transition promised by other broker-dealers. At IFS Securities, however, we offer a transitional experience structured to make the change as seamless as possible for your firm. With our proprietary TransitionCheck™ method, we will walk you through every step in the process simply and securely, making sure that your business never misses a beat.

Interested? Talk with us and hear about what makes us great.  Send us a contact request and we will get in touch with you to set up a phone appointment and answer your questions.  If you are interested in joining IFS Securities as an independent advisor complete our official inquiry form.