Advisors at this firm
Mark S
Series 63, Series 65
Denver, CO
IFG Advisors, LLC
Mark Sessel is a financial advisor at IFG Advisors, LLC in Denver, CO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IFG Advisors since 2015. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $818 million for about 510 clients, employing a modern portfolio theory approach with globally diversified portfolios primarily using mutual funds and exchange-traded funds.
Matthew B
Series 65
St. Louis, MO
IFG Advisors, LLC
Matthew Buckman is a financial advisor at IFG Advisors, LLC in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at NISA Investment Advisors, LLC and Aspiriant, LLC. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $818 million for about 510 clients, using a globally diversified investment approach grounded in modern portfolio theory and fundamental security analysis.
Daniel P
Series 63, Series 65
St. Louis, MO
IFG Advisors, LLC
Daniel Polinsky is a financial advisor at IFG Advisors, LLC in St. Louis, MO, with five years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at R.J. O'Brien Securities, Apex Fintech Solutions, TradeStation Securities, and CME Group. IFG Advisors, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm applies modern portfolio theory with a focus on globally diversified portfolios and tailors its advice to client objectives through both discretionary and non-discretionary arrangements.
Adam G
CFP®, Series 65
St. Louis, MO
IFG Advisors, LLC
Adam Goldstein is a CFP® professional with 11 years of industry experience, currently serving as an advisor at IFG Advisors, LLC since 2021. Prior to joining IFG Advisors, he worked at Buckingham Asset Management, LLC for eight years. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm employs a globally diversified investment approach based on modern portfolio theory and tailors services to client objectives and risk profiles.
Warner I
CFP®, Series 63, Series 65
St. Louis, MO
IFG Advisors, LLC
Warner Isaacs is a CFP® professional with 21 years of industry experience, currently serving at IFG Advisors, LLC since 2006. He is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Isaacs works as a college football official throughout the Midwest during the fall. IFG Advisors, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm employs an investment approach based on modern portfolio theory, using diversified portfolios primarily composed of mutual funds and ETFs, and manages approximately $818 million for around 510 clients.
Weston M
CFP®, CFA®, Series 63, Series 65
St. Louis, MO
IFG Advisors, LLC
Weston Manley is a CFP® and CFA® with 11 years of industry experience. He has been with IFG Advisors, LLC since 2018 and previously worked at LPL Financial, RFG Advisory Group, and Buckingham Asset Management. Outside of advising, Manley serves as an independent contractor Interim CFO for Neocova, a software company serving community banks and credit unions. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm employs a modern portfolio theory approach, focusing on globally diversified portfolios primarily through mutual funds and ETFs, tailoring advice to client objectives and risk profiles.
Jay F
CFP®, CFA®, Series 63, Series 66
St. Louis, MO
IFG Advisors, LLC
Jay Fuller is a CFP® and CFA® with 17 years of experience in the financial industry. He has been with IFG Advisors, LLC in St. Louis, MO since 2007. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm uses a modern portfolio theory approach with a focus on globally diversified portfolios primarily composed of mutual funds and exchange-traded funds.