Icma Retirement Corporation

Icma Retirement Corporation (CRD# 108783) is a financial advisory firm headquartered in Washington, DC. They manage $42,450,450,932 in 57 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    42,450
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $744,744,753
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 pooled investment vehicles (other than investment companies)
  • 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 Corporation
Showing 1 - 10 of 179 top financial advisors.
1
Thomas A. Axline
CRD#: 2178677
777 North Capitol Street Ne, Suite 600, Washington, DC 20002
96
Wealthminder
score

Thomas Axline (CRD# 2178677) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 26 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
Francis L. Barbieri
CRD#: 4460435
777 North Capitol Street Ne, Suite 600, Washington, DC 20002
96
Wealthminder
score

Francis Barbieri (CRD# 4460435) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 16 years of experience in the finance industry. Francis Barbieri 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
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 Corporation in Washington, DC and has over 11 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.

4
Michael K. Brandeberry
CRD#: 4262962
777 North Capitol Street Ne, Suite 600, Washington, DC 20002
96
Wealthminder
score

Michael Brandeberry (CRD# 4262962) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 12 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.

5
Jeffrey L. Brown
CRD#: 2630649
777 North Capitol Street Ne, Suite 600, Washington, DC 20002
96
Wealthminder
score

Jeffrey Brown (CRD# 2630649) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 22 years of experience in the finance industry. Jeffrey Brown 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
Jason C. Clark
CRD#: 2540186
777 North Capitol Street Ne, Suite 600, Washington, DC 20002
96
Wealthminder
score

Jason Clark (CRD# 2540186) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 23 years of experience in the finance industry. Jason Clark 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
Danielle M. Cole
CRD#: 2996518
Glen Allen, VA
96
Wealthminder
score

Danielle Cole (CRD# 2996518) is an Investment Advisor Representative working at Icma Retirement Corporation in Glen Allen, VA and has over 20 years of experience in the finance industry. Danielle Cole 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
Meghan K. Doherty
CRD#: 4140253
777 North Capitol Street Ne, Suite 600, Washington, DC 20002
96
Wealthminder
score

Meghan Doherty (CRD# 4140253) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 18 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.

9
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 Corporation in Washington, DC and has over 25 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.

10
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 Corporation in Washington, DC and has over 20 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.

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