Icma Retirement Corp

Icma Retirement Corp (CRD# 108783) is a financial advisory firm headquartered in Washington, DC. They manage $31,797,487,561 in 53 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    31,797
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $599,952,595
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Icma Retirement Corp
Showing 1 - 10 of 156 top financial advisors.
1
Thomas A. Axline
CRD#: 2178677
Temecula, CA
96
Wealthminder
score

Thomas Axline (CRD# 2178677) is an Investment Advisor Representative working at Icma Retirement Corp in Temecula, CA and has over 25 years of experience in the finance industry. Thomas Axline has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kathryn L. Berkenpas
CRD#: 4874620
777 North Capitol Street Ne, Suite 600, Washington, DC 20002
96
Wealthminder
score

Kathryn Berkenpas (CRD# 4874620) is an Investment Advisor Representative working at Icma Retirement Corp in Washington, DC and has over 10 years of experience in the finance industry. Kathryn Berkenpas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael K. Brandeberry
CRD#: 4262962
Plain City, OH
96
Wealthminder
score

Michael Brandeberry (CRD# 4262962) is an Investment Advisor Representative working at Icma Retirement Corp in Plain City, OH and has over 11 years of experience in the finance industry. Michael Brandeberry has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
James W. Collins
CRD#: 4397171
777 North Capitol Street Ne, Suite 600, Washington, DC 20002
96
Wealthminder
score

James Collins (CRD# 4397171) is an Investment Advisor Representative working at Icma Retirement Corp in Washington, DC and has over 16 years of experience in the finance industry. James Collins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Meghan K. Doherty
CRD#: 4140253
Dunedin, FL
96
Wealthminder
score

Meghan Doherty (CRD# 4140253) is an Investment Advisor Representative working at Icma Retirement Corp in Dunedin, FL and has over 16 years of experience in the finance industry. Meghan Doherty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
William B. Eagan
CRD#: 2253396
777 North Capitol Street Ne, Suite 600, Washington, DC 20002
96
Wealthminder
score

William Eagan (CRD# 2253396) is an Investment Advisor Representative working at Icma Retirement Corp in Washington, DC and has over 24 years of experience in the finance industry. William Eagan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Ronald C. Ervin
CRD#: 1955100
777 North Capitol Street Ne, Suite 600, Washington, DC 20002
96
Wealthminder
score

Ronald Ervin (CRD# 1955100) is an Investment Advisor Representative working at Icma Retirement Corp in Washington, DC and has over 18 years of experience in the finance industry. Ronald Ervin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Nicole A. George
CRD#: 5399651
Parker, CO
96
Wealthminder
score

Nicole George (CRD# 5399651) is an Investment Advisor Representative working at Icma Retirement Corp in Parker, CO and has over 9 years of experience in the finance industry. Nicole George has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Jeffrey M. Koeppen
CRD#: 4322799
777 North Capitol Street Ne, Suite 600, Washington, DC 20002
96
Wealthminder
score

Jeffrey Koeppen (CRD# 4322799) is an Investment Advisor Representative working at Icma Retirement Corp in Washington, DC and has over 15 years of experience in the finance industry. Jeffrey Koeppen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Brett J. Landstrom
CRD#: 5658881
777 North Capitol Street Ne, Suite 600, Washington, DC 20002
96
Wealthminder
score

Brett Landstrom (CRD# 5658881) is an Investment Advisor Representative working at Icma Retirement Corp in Washington, DC and has over 6 years of experience in the finance industry. Brett Landstrom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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