Randy
Schmidt

Ica Group Wealth Management, LLC

CRD#2755426
Investment Advisor
in Sparta, MI

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About this Advisor

Randy Schmidt is a certified financial planner operating out of Sparta, Michigan with a total of 2 years of industry experience. Schmidt is on the advisory team at Ica Group Wealth Management, LLC. Schmidt has gained experience at Investment Centers Of America, Inc, Lpl Financial LLC and Ica Group Wealth Management, LLC. Schmidt holds a Series 63 license, designating them as a securities representative, and is approved to serve investors in Michigan. Ica Group Wealth Management, LLC is an advisory company operating out of Denver, CO. The company has offices in 21 locations and a total of 48 financial advisors. It oversees $1 billion in total assets among its 5,612 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm advises 27 charitable organizations. Of its 5,612 accounts, 26% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually depend on the type of financial services provided. However, fee types billed by Ica Group Wealth Management, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

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

33 Applewood Drive
Sparta, MI 49345

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Ica Group Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,028,834,383

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

48

MI Average: 28
Total Number of Accounts

5,612

MI Average: 1,101
Average Account Size

$183,328

MI Average: $2,134,119

Investment Advisory Services

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

Randy Schmidt Work History

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

2021 - Present (3 years)

Ica Group Wealth Management, LLC

2017 - Present (7 years)

Lpl Financial LLC

1996 - 2017 (21 years)

Investment Centers Of America, Inc

*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 Randy Schmidt 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

Freeman James
Yoakum, TX
Paul Gunderson
Milwaukee, WI
Amanda Holmes
Denver, CO
Nicholas Huss
Denver, CO
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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