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The IPA is honored to have Concierge for Advisors, Inc. as a member. Please take a few minutes to learn about their company and how they can help your business. Welcome Concierge for Advisors, Inc.!

Concierge for Advisors, Inc.

Concierge for Advisors, Inc. is changing the way financial distribution is handled with Financial Advisors and the Broker-Dealers they represent. The team at Concierge for Advisors consists of nearly 20 wholesalers, with an average experience of over 20 years, and a team of solutions experts that are accessible by advisors. The team helps optimize case design and implement solutions with the advisors and their clients. CFA distributes Alternative Investments, ETFs, Mutual Funds, SMAs, as well as Fixed and Indexed Products including Annuities, Life, Disability, and Long Term Care Solutions provided by over 70 Insurance Companies. Concierge for Advisors specializes in creating additional revenue streams and rapid growth for Advisors and Broker-Dealers through their unique service model dubbed “Knowledge. Monetized.”

Business Mission

Our team strives to be the first call you make no matter what you are working on.

Our Resources, Solutions, and Connections are here to make your life easier, and more profitable.

For More Information:
Mark Petersen
Managing Director