Icma Rc Services, Llc
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 208
AUM over time
Annual snapshots from Form ADV filings · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $0 | — |
| High net worth individuals | Fewer than 5 clients | $0 | — |
People (29)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alisdair R Micheli | Registered representative | CFP | Feb 2026 (0y) | |
| Brian Robert Koch | Registered representative | CFP | Feb 2026 (0y) | |
| Jeffrey Leroy Brown | Registered representative | CFP | Feb 2026 (0y) | |
| Katherine Marie Espinosa | Registered representative | CFP | Feb 2026 (0y) | |
| Keith Douglas Penewit | Registered representative | CFP | Feb 2026 (0y) | |
| Michelle Renae Young | Registered representative | CFP | Feb 2026 (0y) | |
| Nancy Jean Lange | Registered representative | CFP | Feb 2026 (0y) | |
| Nicole Anne Kirby | Registered representative | CFP | Feb 2026 (0y) | |
| Nadia Omar Schmidt | Registered representative | Feb 2026 (0y) | ||
| Regina J Burks | Registered representative | CFP | Feb 2026 (0y) | |
| Richard Patrick Gill | Registered representative | CFP | Feb 2026 (0y) | |
| Sally De Witt | Registered representative | Feb 2026 (0y) | ||
| Vicki Marie Bauer | Registered representative | CFP | Feb 2026 (0y) | |
| Zoran Ivan Lozo | Registered representative | CFP | Feb 2026 (0y) | |
| Daniel Vazquez | Registered representative | CFP | Mar 2026 (0y) | |
| James William Collins | Registered representative | CFP | Mar 2026 (0y) | |
| Mark Harold Huston | Registered representative | CFP | Mar 2026 (0y) | |
| Shannon C Boyle | Registered representative | CFP | Mar 2026 (0y) | |
| Brian Darrell Fylak | Registered representative | CFP | Mar 2026 (0y) | |
| Daniel James Flowers | Registered representative | Mar 2026 (0y) | ||
| Joanne Holan | Registered representative | CFP | Mar 2026 (0y) | |
| Maria Antoinette Kersey | Registered representative | CFP | Mar 2026 (0y) | |
| Robin Lynn Tugwell | Registered representative | CFP | Mar 2026 (0y) | |
| Scott Eugene Monson | Registered representative | CFP | Mar 2026 (0y) | |
| Eric Walter Dobrzynski | Registered representative | CFP | Mar 2026 (0y) | |
| Druery Thorn Holloway | Registered representative | Mar 2026 (0y) | ||
| Francis Lawrence Barbieri | Registered representative | CFP | Apr 2026 (0y) | |
| Jason Charles Clark | Registered representative | CFP | Apr 2026 (0y) | |
| Scott Michael Eason | Registered representative | CFP Chartered Financial Consultant | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/22/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗