Join IPA

Thank you for your interest in the Investment Program Association (IPA). The IPA is the definitive industry organization for sponsors, service providers and broker/dealers in the direct investment industry.

The IPA provides:

Interaction with other direct investment sponsors, broker dealers and service providers
Insight into current industry trends and changes
Education focused on the value of direct investment programs
Industry conferences addressing current economic, regulatory and market conditions
Productive networking opportunities

Someone from the Membership Committee will follow up with status or to request additional information once your application has been received.

We are confident that membership in the IPA will provide you and your firm with valuable services and benefits.

Sincerely,

Kevin M. Hogan

Executive Director

Investment Program Association

IPA Application for Broker Dealers – A retail brokerage firm that is a registered member of FINRA/SIPC and the SEC. This registered representative driven firm participates in the independent, financial planning, insurance-affiliated or general securities marketplace is considered a Broker Dealer member.

Broker Dealer Membership Application (556.5 KiB)

IPA Application for Associates – For firms that support the Direct Investment Industry such as Law firms, accounting, transfer agents etc… is considered an associate member.

Associate Membership Application (569.3 KiB)

IPA Application for Sponsors – A sponsor of any direct participation programs (as defined by FINRA – also known as DPP) or investment programs sold directly through a broker dealer channel is considered a sponsor member

Sponsor Membership Application (541.3 KiB)

Media Center

Job Opening at the IPA: Education Director February 3, 2012
The IPA is looking to hire an Education Director. The Education Director will work closely with the association’s Education Committee to grow the market of financial advisors selling Direct Investment products, including Non--Listed REITs, Oil and Gas Partnerships, Private Placements, Equipment Leasing, and Managed Futures. This individual will be primarily […]
IPA Webmaster
January 2012 IPA/FINRA Annual Meeting Recap February 3, 2012
On Monday, January 30th, an IPA board designated team met with members of FINRA for the annual strategy meeting. The primary objectives were to support the positive relationship between the IPA and FINRA, and to learn about FINRA’s priorities for 2012. Please log into the IPA members only site to view the full notes from […]
IPA Webmaster
Non-traded REITs face tough scrutiny January 19, 2012
InvestmentNews editor Bruce Kelly recently spoke with IPA CEO and President Kevin Hogan, as well as several other IPA-member representatives, to learn more about what to expect in the Non-Listed REIT industry during the upcoming year. Kelly outlined some of the largest industry events of the past year and provided an in-depth look into the […]
IPA Webmaster