Michael
Brandeberry

Icma Retirement Corporation

CRD#4262962
Investment Advisor
in Kansas City, MO
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About this Advisor

Michael Brandeberry is a certified financial planner and chartered financial consultant based out of Kansas City, Missouri, who has been in the financial industry for 11 years. Brandeberry is an employee of Icma Retirement Corporation. They have spent their entire career at Icma Retirement Corporation. Brandeberry has a Series 63 license, designating them as a securities agent, and is approved to work in Alaska, Arizona, California, Colorado, Illinois, Iowa, Kansas, Missouri, Montana, Nevada, Oregon, Utah, Washington, Nebraska and Idaho. Icma Retirement Corporation is a firm that has its headquarters in Kansas City, Missouri. It administers $47 billion in total assets between its 57 customer accounts, making it one of the biggest firms in the United States by assets under management. Icma Retirement Corporation provides a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management typically are based on the financial services provided. However, fees charged by Icma Retirement Corporation likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

Kansas City, MO

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Icma Retirement Corporation Brokerage Details

Total Assets Under Management

$46,526,514,113

MO Average: $4,886,152,200
Total Number of Employees

865

MO Average: 60
Total Number of Accounts

57

MO Average: 205
Average Account Size

$816,254,634

MO Average: $23,834,889

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Michael Brandeberry Work History

Michael has 11 years of experience.

2007 - Present (12 years)

Icma Retirement Corporation

Disclosures

Michael Brandeberry has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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