Randy
Schmidt
Ica Group Wealth Management, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Ica Group Wealth Management, LLC Brokerage Details
$1,028,834,383
48
5,612
$183,328
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.*
Ica Group Wealth Management, LLC
Lpl Financial LLC
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
Yoakum, TX
Milwaukee, WI
Denver, CO
Denver, CO
Sparta, MI
Waseca, MN
Virden, IL
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.
