Karla
Brown
Ica Group Wealth Management, LLC
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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
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
Karla Brown Work History
Karla has been registered as a financial advisor for 2 years.*
Ica Group Wealth Management, LLC
Lpl Financial LLC
Investment Centers Of America, Inc
First International Bank
Northwestern Mutual Life Insurance Company
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
Denver, CO
Yoakum, TX
Milwaukee, WI
Denver, CO
Sparta, MI
Waseca, MN
Denver, CO
Virden, IL
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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