Find Out Why

Independent Advisors Choose Us

As an independent advisor, you are faced with some challenges in your pursuit to build the business of your dreams. Maybe you are spending too much time dealing with your broker-dealer or you are looking to connect with other experienced independent advisors. ICA Group has the resources to meet these needs and many more.

Interactive Advisor Focused Approach

Our distinct onboarding process identifies your business goals and values. Through our joint understanding, we can help enhance your business’ efficiency and effectiveness allowing you to focus on providing the best service to your clients.

Team of professional salespeople

Expansive Resources and Value-Added Services

Our distinct onboarding process identifies your business goals and values. Through our joint understanding, we can help enhance your business’ efficiency and effectiveness allowing you to focus on providing the best service to your clients.

Independent Advisors

Value-Based Culture and Close Relationships

When you join the ICA Group, you become family. Our advisors are supported by highly responsive staff who personally thrive on helping you find solutions. In addition, our network of advisors believes in camaraderie and community, which continues to support our mission of bringing the best ideas together. We live by our values and it shows in the success of our advisors and their culture.

Hear From Our Advisors

Shawn Dunnigan, CFP®

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

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.

Mike Huck, CFP®

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

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.

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.

Ready to Get Started?

Join the ICA Group

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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 

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