Garrett Konrad has been Chief Compliance Officer of Ifc and Insurance Marketing since July 2016, is a control person of the firm and directly owns between 10% and 25% of it.
Ifc and Insurance Marketing, Inc. is an Auburn, CA firm with $173M under management, 1,050 clients and 7 advisers across 4 offices, as of its June 2026 filing.
Garrett S. Konrad is Partner of Integrated Financial Concepts (IFC). Garrett began working with IFC in 2009 and became a partner in the firm in 2014.
Investment adviser representative registrations
Garrett Konrad is registered as an investment adviser representative in 2 states. The first approvals date from August 2016; the most recent is Texas, in April 2020.
- CaliforniaSince 26 August 2016
- TexasSince 4 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 February 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Garrett Sterling Konrad
- CRD
- 6686423
- Firm
- Ifc and Insurance Marketing · CRD 283976
- Role
- Chief Compliance Officer
- Office
- 102 EL DORADO ST., Auburn, CA 95603
- Registration
- Investment adviser registration
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ifcins.com
Where does Garrett Konrad work?
Garrett Konrad has been Chief Compliance Officer of Ifc and Insurance Marketing, Inc. since July 2016, and is a control person of the firm.
Is Garrett Konrad a financial advisor?
Yes. Garrett Konrad has a current investment-adviser registration in California and Texas, through Ifc and Insurance Marketing since August 2016.
How many years of experience does Garrett Konrad have?
Garrett Konrad has 10 years in the financial industry, since August 2016, across 1 adviser firm.
What exams has Garrett Konrad passed?
Garrett Konrad passed the Series 65 in February 2016.
Where is Garrett Konrad based?
Garrett Konrad’s registered office is in Auburn, CA.
Is Garrett Konrad registered with FINRA?
No. Garrett Konrad has no current broker registration.
How can I verify Garrett Konrad’s record?
Search CRD 6686423 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Garrett Konrad’s full registration record.
