Peter Konrad has been President of Ifc and Insurance Marketing since August 2001, is a control person of the firm and directly owns 75% or more 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.
Peter G. Konrad is Partner/Cash Flow Coach of Integrated Financial Concepts (IFC). He has worked in the financial services industry since 1982. He worked for several insurance companies, working up to Regional Vice President, before he formed IFC in 2000.
Professional designations
Listed by Ifc and Insurance Marketing
- CLU
- LUTCF
Investment adviser representative registrations
Peter Konrad is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from August 2016; the most recent is Texas, in June 2026.
- CaliforniaSince 26 August 2016
- TexasResidentSince 12 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 February 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 March 1990 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Peter Guenther Konrad
- CRD
- 2040887
- Firm
- Ifc and Insurance Marketing · CRD 283976
- Role
- President
- 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 Peter Konrad work?
Peter Konrad has been President of Ifc and Insurance Marketing, Inc. since August 2001, and is a control person of the firm.
Is Peter Konrad a financial advisor?
Yes. Peter 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 Peter Konrad have?
Peter Konrad has 10 years in the financial industry, since August 2016, across 1 adviser firm.
What exams has Peter Konrad passed?
Peter Konrad has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in March 1990.
Where is Peter Konrad based?
Peter Konrad’s registered office is in Auburn, CA.
Is Peter Konrad registered with FINRA?
No. Peter Konrad has no current broker registration.
How can I verify Peter Konrad’s record?
Search CRD 2040887 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Konrad’s full registration record.
