Investment Center Advisor Group

Better Together.

Build your independent business with an OSJ that truly cares and is dedicated to your success.  Our experienced team of financial professionals can help you achieve your business objectives, and gain a clear vision of startup, growth or transition for you and your advisory business. 

An Advisor Network that Truly Cares

We're On a Mission

The Investment Center Advisor Group OSJ has been built with a clear focus on each advisor and their growth by incorporating and leveraging the successes of advisors within the OSJ through multiple forms of idea sharing, collaboration, and value-add components, beneficial to the ICA Group…Better Together.

ICA Group

Investment Center Advisor Group

Dedicated to your Success.

Your personal goals, business objectives, and definitions of success are as unique as your advisory business. We value your independence, and believe our role is to work with you to support your business vision. Our team provides a collaborative environment geared toward your business growth and practice success.

Empowering your business

How We Help YOU

Compliance and Operations

Gain greater confidence with our comprehensive compliance and operations support. Our dedicated team is here to help keep your office running smoothly and efficiently.

Compliance and Operations

Gain greater confidence with our comprehensive compliance and operations support. Our dedicated team is here to help keep your office running smoothly and efficiently.
Learn More

Technology Consulting

We connect our advisors with state-of-the-art technology consulting services to help ensure your offices are setup to meet today’s rapidly changing industry.

Technology Consulting

We connect our advisors with state-of-the-art technology consulting services to help ensure your offices are setup to meet today’s rapidly changing industry.
Learn More

Growth and Transitions

Through our network of independent advisors, you can be part of a wealth of industry knowledge, transition services, and new business opportunities.

Growth and Transitions

Through our network of independent advisors, you can be part of a wealth of industry knowledge, transition services, and new business opportunities.
Learn More

Wealth Management RIA

Build and manage your own practice tailored for your clients and their goals. Capitalize on the opportunity to build long-term enterprise value.

Wealth Management RIA

Build and manage your own practice tailored for your clients and their goals. Capitalize on the opportunity to build long-term enterprise value.
Learn More

Financial Solutions

Advisors have a dedicated team that provides tailored financial planning solutions and strategies.

Financial Solutions

Advisors have a dedicated team that provides tailored financial planning solutions and strategies.
Learn More

Insurance Services

Connecting financial professionals and agents to strategic partnerships with carriers who focus on support, service, education and expertise as it relates to overall insurance business.

Insurance Services

Connecting financial professionals and agents to strategic partnerships with carriers who focus on support, service, education and expertise as it relates to overall insurance business.
Learn More

Marketing and Creative

We can help drive your business farther with access to quality marketing design and print services. In addition, you can order promotional gear using our proprietary Marketplace.

Marketing and Creative

We can help drive your business farther with access to quality marketing design and print services. In addition, you can order promotional gear using our proprietary Marketplace.
Learn More
0
financial advisors, assistants and home office team members.
0 states
offices across the U.S.A.
$ 0 billion
brokerage and advisory assets under management. (as of 11/2021)
Chris Disler
Chris Disler

My professional growth comes from the sharing and comradery that is unique to this group. The ICAG tears down the silos that are so common to this business and instead focuses on how to lift up all of its members.

Sandra King
Sandra King, CRC®

ICAG is such a blessing to me! They are dedicated to supporting me and my business. Whether it is the FST or Marketing, Compliance, or Operations, they are there for me. Knowing I have a team I can rely on, is irreplaceable.

Glenn Griffin
Glenn Griffin

I have found my affiliation with the ICA Group to be of great help. I especially leverage the Financial Solutions Team for assistance with financial planning cases and Social Security Analysis. They are a great resource to have and I have found them to be readily accessible.

Shawn Dunnigan, CFP®

We’re a united group together – a force. What we have is powerful in the industry and invaluable to your practice!

Cindy Gustafson
Cindy Gustafson, ChFC®, AIF®, RICP®

The breadth of knowledge and quick response times from this group allow me to efficiently provide the best possible service to my existing clients which has resulted in many referrals.

Mike Huck, CFP®

“I was able to grow my business by the sharing of ideas from everyone who is part of this group!”

Ready to Get Started?

Join the Group

Please complete the following signup form to get started.  A member of the ICA Group team will be in touch to walk you through the transition process.

Name

Important Notice

You are now leaving the “ICA Group Wealth Management, LLC” Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.

Schwab is a registered broker-dealer, and is not affiliated with “ICA Group Wealth Management, LLC” or any advisor(s) whose name(s) appears on this Website. “ICA Group Wealth Management, LLC” is/are independently owned and operated. Schwab neither endorses nor recommends [ICA Group Wealth Management, LLC]. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “ICA Group Wealth Management, LLC” under which Schwab provides “ICA Group Wealth Management, LLC” with services related to your account. Schwab does not review the “ICA Group Wealth Management, LLC” Website(s), and makes no representation regarding the content of the Website(s). The information contained in the “ICA Group Wealth Management, LLC” Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities 

ICA Group
Account Login

Processing logout ...

Must be logged in to leave feedback.