Unclaimed Profile

Kelly Lynn Bauman

ICA GROUP WEALTH MANAGEMENT, LLC·DENVER, Colorado

ICA GROUP WEALTH MANAGEMENT, LLC

2000 S. COLORADO BLVD,, DENVER, CO 80222CRD# 2122827Firm CRD# 311419

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kelly Lynn Bauman · DENVER, CO

Registration

CRD #2122827 · ICA GROUP WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Kelly Lynn Bauman is a registered financial advisor based in DENVER, Colorado, affiliated with ICA GROUP WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ICA GROUP WEALTH MANAGEMENT, LLC

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ICA GROUP WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2122827

Firm CRD# 311419

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kelly Lynn Bauman offer?

Kelly Lynn Bauman specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.

What are Kelly Lynn Bauman's credentials?

Kelly Lynn Bauman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelly Lynn Bauman located?

Kelly Lynn Bauman is based in DENVER, Colorado, working with ICA GROUP WEALTH MANAGEMENT, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Kelly Lynn Bauman charge for services?

Kelly Lynn Bauman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ICA GROUP WEALTH MANAGEMENT, LLC?

ICA GROUP WEALTH MANAGEMENT, LLC has approximately 45 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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