Paul
Gunderson
Ica Group Wealth Management, LLC
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About this Advisor
Paul Gunderson is a financial advisor who works in Milwaukee, Wisconsin, with a total of 2 years of industry experience. Gunderson works at Ica Group Wealth Management, LLC. Over the course of their career, Gunderson has held roles at Sii Investments, Larson Latham Huettl, Marquette University Law School, Private Client Services LLC, Lpl Financial, LLC and Ica Group Wealth Management, LLC. Gunderson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Colorado. Ica Group Wealth Management, LLC is an advisory firm based out of Denver, CO. The firm has offices in 21 locations and a total of 48 financial advisors. It administers $1 billion in total assets across its 5,612 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm serves 27 charities and foundations. Of its 5,612 accounts, 26% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules usually are based on which services the firm provides the client. Fees billed by Ica Group Wealth Management, LLC likely are comprised 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
Paul Gunderson Work History
Paul has been registered as a financial advisor for 2 years.*
Ica Group Wealth Management, LLC
Lpl Financial, LLC
Private Client Services LLC
Sii Investments
Larson Latham Huettl
Marquette University Law School
Marquette University Law School
*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 Paul Gunderson 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
Waseca, MN
Sparta, MI
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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