Unclaimed Profile

Randy Allen Schmidt

ICA GROUP WEALTH MANAGEMENT, LLC·DENVER, Colorado

SIE, Series 7, Series 63CFPClean record20 years registeredICA GROUP WEALTH MANAGEMENT, LLC

2000 S. COLORADO BLVD,, DENVER, CO 80222CRD# 2755426Firm CRD# 311419

Profile Verification

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

Identity

Randy Allen Schmidt · DENVER, CO

Registration

CRD #2755426 · ICA GROUP WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jun 2024 – present

ICA GROUP WEALTH MANAGEMENT, LLC

Oct 2021 – Sep 2024

Sparta, MI

LPL FINANCIAL LLC

Nov 2017 – Jan 2022

KENT CITY, MI

INVESTMENT CENTERS OF AMERICA, INC.

Nov 2005 – Dec 2017

KENT CITY, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · November 17, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ICA GROUP WEALTH MANAGEMENT, LLC

CRD 311419 · SEC 801-120855

AUM

$1.2B

Regulatory assets under management

Employees

6,308 client accounts

Services offered by ICA GROUP WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ICA GROUP WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Randy Allen Schmidt offer?

Randy Allen Schmidt specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.

What are Randy Allen Schmidt's credentials?

Randy Allen Schmidt holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Randy Allen Schmidt located?

Randy Allen Schmidt 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 Randy Allen Schmidt charge for services?

Randy Allen Schmidt'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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