Rebecca
Obermeier
Ic Advisory Services, Inc
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About this Advisor
Rebecca Obermeier is a financial advisor working in Chicago, Illinois. Obermeier is on the advisory team at Ic Advisory Services, Inc. Obermeier has gained experience at The Investment Cneter Inc, Ic Advisory Services Inc and Evolution Private Wealth Management. Obermeier has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Indiana. Ic Advisory Services, Inc is a registered investment firm that has its headquarters in Bedminster, NJ. The firm has offices in 179 locations and a total of 225 people on staff. It handles $2 billion in assets among its 5,736 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 10 charitable organizations. Of its 5,736 accounts, 15% belong to high-net-worth investors who have greater than $1 million in assets. Ic Advisory Services, Inc offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules usually are based on which service is provided. Fee types billed by Ic Advisory Services, Inc can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ic Advisory Services, Inc Brokerage Details
$1,789,667,595
225
5,736
$312,006
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Rebecca Obermeier Work History
Rebecca has been registered as a financial advisor for 0 years.*
The Investment Cneter Inc
Ic Advisory Services Inc
Evolution Private Wealth Management
*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 Rebecca Obermeier 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 Ic Advisory Services, Inc
Palm Beach Gardens, FL
Montville, NJ
Meridian, ID
Bedminster, NJ
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Montville, NJ
Bedminster, NJ
Sacramento, CA
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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