Karla
Brown

Ica Group Wealth Management, LLC

CRD#2333809
Investment Advisor
in Denver, CO

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About this Advisor

Karla Brown is a financial advisor who works out of Denver, Colorado with a total of 2 years of industry experience. Brown currently works for Ica Group Wealth Management, LLC. Their career trajectory has included roles at Lpl Financial LLC, Investment Centers Of America, Inc, Ica Group Wealth Management, LLC, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC and First International Bank. Brown maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in North Dakota. Ica Group Wealth Management, LLC is a registered investment business that has its headquarters in Denver, CO. It has offices in 21 locations and a total of 48 people on staff. It has $1 billion in assets under management across its 5,612 accounts, placing it among the bigger firms in the country by assets under management. The firm provides services to 27 charitable organizations. Of its 5,612 accounts, 26% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Ica Group Wealth Management, LLC provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules largely vary depending on the type of services provided. However, fees charged by Ica Group Wealth Management, LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2000 S. Colorado Blvd, Annex Bldg Suite 315
Denver, CO 80222

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Ica Group Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,028,834,383

CO Average: $2,349,664,866
Total Number of Employees

48

CO Average: 28
Total Number of Accounts

5,612

CO Average: 1,101
Average Account Size

$183,328

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Karla Brown Work History

Karla has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

Ica Group Wealth Management, LLC

2017 - Present (7 years)

Lpl Financial LLC

2014 - 2017 (3 years)

Investment Centers Of America, Inc

2014 - 2021 (7 years)

First International Bank

2010 - 2014 (4 years)

Northwestern Mutual Life Insurance Company

2010 - 2014 (4 years)

Northwestern Mutual Investment Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Karla Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ica Group Wealth Management, LLC

Nicholas Huss
Denver, CO
Paul Gunderson
Milwaukee, WI
Amanda Holmes
Denver, CO
Freeman James
Yoakum, TX
Johnathon Eykyn
Waseca, MN
James Tabb
Sparta, MI
Andrew Maynerich
Virden, IL
Karla Brown
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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