About Us


Independent Financial Professionals (IFP) is a national marketing company whose headquarters are in Austin, Texas. Dan Harriman founded the company in August, 2014 after joining Cambridge Investment Research, Inc. Dan formed IFP with the intent on developing successful branch offices throughout the United States. While IFP is a relatively new company, existing systems developed over the last 30 years are utilized to offer products, services, and administrative support to branch offices.

The financial services field has been projected to be one of the fastest growing industries over the next decade. Combining forces with other independent advisors has proven to be an effective distribution system.

By packaging the sales, marketing, compensation, administration, and support systems of IFP, Cambridge Investment Research, Inc. coupled with our own proprietary financial planning software, the , into one system is a combination many experienced advisors find appealing. The system is simple, duplicatable, and proven.

In addition to running their own book of business, independent producers can introduce other experienced producers and earn overrides on their business. Depending on each branch’s office model, we allow them the right to attract individuals with no experience but are looking to begin a career in the industry. Following a proven training program, many branch managers within IFP choose to help qualified candidates get through the licensing process and plug into our proven system for sales, marketing, and support.


If you are an experienced financial advisor or financial planning professional looking to change firms or just a person interested in getting into the financial profession we are glad you found our site. We are actively looking for like-minded professionals to join our organization. At IFP we emphasize learning as much as you can, in fact, “Knowledge is Power” is what we call our training sessions. If you are looking to change companies, more information is important to make a career-changing decision. 

After spending nearly 30 years in the investment business I was fortunate to reach a level of success many would envy. Yet the two firms I worked with had inefficient business models and limited products to help the consumer. So I decided to go totally independent. After an exhausting study of independent broker-dealers in which I ran 42 companies through a 22-point filter, I chose Cambridge Investment Research, Inc. and set up our company Independent Financial Professionals (IFP). I chose Cambridge because they are committed to the independent producer.

Cambridge enables financial professionals to offer non-proprietary products from a wide variety of companies; they are not concerned about pushing products they developed or making you build your business their way. I set up IFP as a company as a hybrid model for success: where individual producers can work alongside individuals who choose to manage a group and grow professionally by mentoring others. Whether you choose to be an individual practitioner, manage a group or both, you can thrive here. 

I invite you to check out all the material on our website. If something prompts a question, please feel free to contact company headquarters for more information. In a short period of time, we should be able to determine if joining IFP may be a fit for you.

Dan Harriman

( IFP Founder and President )

Our Locations

Where we do business

“Where Success Is the Norm”

To attract financial services professionals across the country and empower these advisors who join us through a true mentorship program of collaboration and teamwork. By our proven system, we help the advisors and the clients they serve to achieve and maintain financial independence.

Our tag line “where success is the norm” signifies the large number of advisors that have joined our firm and within a year or two have increased their production, their income, and their Assets Under Management.

Our Leadership Team

Dan Harriman

Dan Harriman

President and Founder, Board Member

Tim O'Brien

Tim O'Brien

Director of Operations, Board Member

Konnie Oordt

Konnie Oordt

Administration Executive, Board Member

August Bugge III

August Bugge III

OSJ Designee

Tracy Emmert

Tracy Emmert

Executive Assistant to Dan Harriman

Kyle Selberg

Kyle Selberg

Senior VP of Business Development

Check the background of investment professionals on FINRA’s BrokerCheck.

Our Headquarters

IFP moved to our own state-of-the-art office in January 2020.


3001 Glacier Pass Lane
Cedar Park, TX 78613

Call Us

Phone: 512-918-1900
Toll-Free: 877-918-1900
Fax: 512-918-1902

Office Hours

Mon-Fri: 9 AM – 5 PM

Copyright © 2024
Independent Financial Professionals