Daniel Scott Polinsky
Investment adviser representative at Ifg Advisors, LLC
13 yearsExperience
1 stateRegistered in
$1BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Ifg Advisors, LLCJul 2024 to now
- R.J. O'brien Securities, LLCJan 2023 to Jun 2024
- Apex Fintech SolutionsFeb 2022 to Jan 2023
- Tradestation Securities LLCAug 2020 to Feb 2022
- Cme GroupAug 2017 to Jul 2020
- Indiana University-bloomingtonAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
Ifg Advisors, LLC
$1BAssets managed
566Clients
8Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7290718
- Firm CRD
- 172329