Investment Security Group, Inc.

Investment Security Group, Inc. (CRD# 136568) is a financial advisory firm headquartered in Denver, CO. They manage $742,888,185 in 2,457 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    743
    MILLION
  • Total Number of Accounts
    2,457
    ACCOUNTS
  • Average Account Value
    $302,356
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

AZ, CA, CO, FL, GA, IL, KS, LA, MN, MT, NC, NE, NM, NV, OR, TX, UT, VA, WA

Financial Advisors at Investment Security Group, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Richard C. Acres
CRD#: 6594652
4601 Dtc Blvd # 600, Denver, CO 80237

Richard Acres (CRD# 6594652) is an Investment Advisor Representative working at Investment Security Group, Inc. in Denver, CO and has over 4 years of experience in the finance industry. Richard Acres 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
Michael W. Dibala
CRD#: 1107249
4601 Dtc Blvd # 600, Denver, CO 80237

Michael Dibala (CRD# 1107249) is an Investment Advisor Representative working at Investment Security Group, Inc. in Denver, CO and has over 33 years of experience in the finance industry. Michael Dibala 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
Marc E. Friedman
CRD#: 2766795
4601 Dtc Blvd # 600, Denver, CO 80237

Marc Friedman (CRD# 2766795) is an Investment Advisor Representative working at Investment Security Group, Inc. in Denver, CO and has over 23 years of experience in the finance industry.

4
Barbara J. Krause
CRD#: 5166134
4601 Dtc Blvd # 600, Denver, CO 80237

Barbara Krause (CRD# 5166134) is an Investment Advisor Representative working at Investment Security Group, Inc. in Denver, CO and has over 14 years of experience in the finance industry. Barbara Krause 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
Mitchell R. Powers
CRD#: 1882064
300 Union Boulevard, Suite 520, Lakewood, CO 80228

Mitchell Powers (CRD# 1882064) is an Investment Advisor Representative working at Investment Security Group, Inc. in Lakewood, CO and has over 30 years of experience in the finance industry.

6
Odette M. Sahakian
CRD#: 1905113
4601 Dtc Blvd # 600, Denver, CO 80237

Odette Sahakian (CRD# 1905113) is an Investment Advisor Representative working at Investment Security Group, Inc. in Denver, CO and has over 31 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.