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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Ic Advisory Services Inc 11 months, 3 weeks Nov 2017 - Present
The Investment Center Inc 11 months, 3 weeks Nov 2017 - Present
Ameriprise Financial Services, Inc. 2 years, 4 months Jul 2015 - Nov 2017
Stifel, Nicolaus & Company, Incorporated 7 years, 11 months Aug 2007 - Jul 2015
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Chris John Plechy?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Jan 30, 2018
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    Jan 30, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Ic Advisory Services, Inc.

Last updated on March 25, 2016
    • $811.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $216.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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