Investment Centers of America

Kalispell, MT · Whitefish, MT

Company Profile

Status:Inactive

Industry:Business Services, Investor, Security Broker/Dealer, Financial Advisor

Doing business as:Investment Centers of America, Inc

Site:investmentcenters.com

Phone:(406) 862-0512, (406) 752-7235 (Fax)

Addresses:6 Sunset Plz, Kalispell, MT 59901
PO Box 309, Kalispell, MT 59903
PO Box 1600, Whitefish, MT 59937
6410 Us Highway 93 S, Whitefish, MT 59937

Members (2):Kim Taylor / President, Principal, inactive Keith Haas / President, inactive

Categories:Financial Counselors, Financial Services, Holding Companies, Investment Advisory Services, Investment Securities

Specialties:Financial Planning, Retirement Planning, Stocks, Bonds, Annuities

In business since:1985

Products:Annuities, Asset Management, Bonds, Brokerage Services, Consultations, Financial Planning, Individual Services, Investment Planning, IRAs, Long Term Care Insurance, Long Term Planning, Mutual Funds, Online Services, Personal Planning, Real Estate, ...

Additional:Member NASD SIPC, We Know The Territory, Investment Advisor Representatives, For All Of Your Investment Needs, Securities Advisory Services And Insurance Products Are Offered Through Investment Centers Of America Inc (ICA) Member NASD SIPC A Registered Investment Advisor And Affiliated Insurance Agencies

Former Employees

	Position at Investment Centers of America	Next job position
Alan Vandelinder	Financial Life PlannerNov 2000 - Jul 2012	Ameriprise Financial Services, Inc.Financial Advisor Since Jul 2012
Alexa Dunnigan	Marketing AssistantJun 2009 - Aug 2009	mywedding.commarketing manager Since Mar 2013
Alice Hittle	VP, Investment Advisory ServicesSince Jan 2000	SII InvestmentsVP, Investment Advisory Services Since Jan 2000
Amanda Shamley	Registered Administrative AssociateSince Jan 2008
Andrew Moore	Financial AdvisorSince Oct 2006
Andy Lyford	Registered RepresentativeJan 1993 - Apr 1996	Charlton Investment ServicesCEO Since Nov 2000
Ann Schoenberg	Financial AdvisorAug 2011 - Oct 2012 Wealth Management Team InternMay 2008 - Aug 2008	Cornerstone Financial GroupFinancial Representative Since Oct 2012
Bert Cupit	owner-Cupit Financial, LLCSince 2009
Bill Taylor	Regional Vice PresidentSince Feb 2009
Bill Wolfgram	Registered RepresentativeSince Nov 2012
Bonnie Lovett	Receptionist, Administrative Assistant, Regional Sales Assistant, Insurance and Products1993 - 2003	Lauth Investigations, LLCSales/Asset Division Since 2013
Boyd Sorem	Junior Investment AdvisorApr 2005 - Dec 2006	Jackson National Life Distributors, LLCRegional Vice President Since Feb 2008
Brad Johannes	Regional Sales ManagerApr 2005 - Oct 2005	First Midwest Financial NetworkRegional Investment Sales Manager Since Aug 2012
Brett Bengtson	VP - Regional ManagerSince Nov 2012 Business Development ConsultantAug 2010 - Nov 2012	Investment Centers of AmericaVP - Regional Manager Since Nov 2012
Byron Hill	Sr.VP-Director of Wealth Management Services
Carl Tomerlin	Financial AdvisorApr 2002 - Mar 2004
Casey Nelson	Financial Advisor, CPASince Nov 2010
Christopher Tostenson	Wealth Management InternJun 2007 - Mar 2008
Cindi Keithley	Certified Financial Planner practitionerSince Aug 1988	iRetire FinancialPresident and Founder Since Jan 2010
Cory Neumiller	Investment RepresentativeJan 1995 - Jan 1999	Capital Financial ServicesNational Sales Manager Since May 2012
Craig Prudhomme	Financial AdvisorSince May 2007
Crystal Graham	Temp ServiceFeb 2008 - Aug 2008
Crystal Mendoza	Administrative AssistantSep 2011 - Oct 2014
Dan Benzer	Financial AdvisorSince Sep 2012
Daniel Coutinho	Marketing AssociateJan 2005 - Feb 2006	IFC - International Finance CorporationOperations Officer Since Feb 2012
Daniel Samuelson	IT ManagerSince Aug 1990
Darren Evavold	Financial AdvisorSince Apr 2009
David Ernst	Senior VP and Regional ManagerFeb 2007 - Dec 2008	TIAA-CREFWealth Management Advisor Since 2012
David Fennessy	Financial AdvisorSep 2009 - Aug 2010	Whitefish Credit UnionSpecial Assets Loan Officer Since Jan 2013
David Kent	Investment BrokerSep 1998 - Sep 2000	CHRISTIAN LIFE CENTERSenior Pastor/CEO Since Sep 2001
David Mayfield	financial planner
Dean Rapp	Financial Advisor2009 - 2010	Active Financial SolutionsFinancial Advisor Since Sep 2009
Dee Welp	Investment AssistantJan 2012 - Mar 2013
Denise Alcala	Account Executive AssistantSince 1995	Peak Wellness CenterSecretary/Receptionist/ Records Clerk Since 2008
Denise Martz	Financial Advisor
Desirae Putnam	Investment Representative AssistantOct 2007 - Nov 2008	McNeal & friendsInterior Designer Since Aug 2012
Donna Mcneely	Senior Vice PresidentMay 2008 - Feb 2010	Premier America Credit UnionSenior Vice President, Investment & Insurance Services Since Mar 2010
Dwight Mcelree	investment rep
Elizabeth King	IR2007 - 2009	Applegate PropertiesProperty Manager Since Jul 2013
Erika Powers	Administrative Assistant/Computer Operator2001 - 2002	Walmart MarketField Administrative Assistant II Since Jul 2014
Fredrick Miller	Financial Planner1999 - 2010	COAL COUNTRY CONSULTINGSales, Management, and Marketing Consultant Since 2007
Gaby Mayfield	Sales Assistant2003 - 2012
Gary Hayworth	Financial AdvisorSince Jul 2002
Gary Mendelow	CFP2008 - 2011
Gerry Gunderson	GC General Counsel
Greg Bowar	Vice President Investment AdvisorSep 2009 - Aug 2012	Diversified Wealth ManagementVice President - Partner Since Aug 2012
Greg Gunderson	CEOSince Feb 1994
Greg Hickman	Investment AdvisorSince Jan 2011 Financial PlannerSince Jan 1990	Investment Centers of AmericaInvestment Advisor Since Jan 2011
Greg Lindeberg	Financial Planner
H. Tucker Muhrer	Regional Vice President New Business DevelopmentDec 2009 - Apr 2011 Vice President New Business DevelopmentDec 2009 - Apr 2011	Self Employed Since Jul 2011
Heather Feistner	Financial ServicesJan 2012 - May 2013
Heidi Wolfard	Independent Financial Services RepresentativeSep 1993 - Sep 1996	Self-EmployedMarketing Executive Since 2012
Hope Hoch	Financial Advisor
Jacob Marchi, Mba	Financial Advisor Assistant InternMay 2006 - Aug 2006	Morgan Stanley Smith BarneyFinance Since Oct 2009
James Barron	Registered RepresentativeSince 1993 Financial Professional1993 - 2013	Sandstone Village LLC, a Division of Sandstone Senior Living, Inc.Owner and Property Developer/Manager Since 2007
Jason Parrish	Independent Investment AdvisorSince Oct 2011	Medical ProtectiveIT Project Manager Since Jun 2012
Jay Panzer	Financial Advisor Financial AdvisorSince Mar 2000	Investment Centers of AmericaFinancial Advisor
Jeff Hoyer	Financial AdvisorSince Jan 1990
Jessica Frasquillo	Registered Administrative Assistant
Jessica Keyes	Registered Assistant
Jim Ellingson	Investment RepresenativeJan 2005 - Aug 2012	Securities America, Inc. Member FINRA/SIPCRegistered Representative Since Sep 2012
Joanne Strong	Sales and Marketing AssistantSep 1999 - Jul 2003	Montana TechStudent
John Lewis	Investment Advisor RepresentitiveSince May 2006
John Lugauer	CERTIFIED FINANCIAL PLANNER (tm) PractitionerSince 1999
Julie Herron	Sales Assistant / Office ManagerSince May 2010
Julie Hinsz	Financial Advisor, Retirement Income SpecialistSince Jan 2005 Financial Advisor1994 - 2008	Investment Centers of America Inc.Financial Advisor, Retirement Income Specialist Since Jan 2005
Karen Porteous	Branch Office AdministratorSince Jan 2008
Karim Khowaja	Financial AdvisorSep 2009 - Aug 2010	The Khowaja Organization (TKO)Partner/Franchisee Since Aug 2004
Karla Kramer	Financial Planning AdvisorFeb 1993 - Jul 2008	Northwestern MutualFinancial Advisor Since Mar 2010
Kasie Kaleva	Registered Sales AssistantJun 1997 - Jun 1999
Keith Berg	Registered RepSince Sep 1989
Keith Haas	financial advisorSince Apr 1988
Kent Benson	Financial AdvisorFeb 1999 - May 2004	FreelanceWine Writer Since Aug 2005
Kevin Cox	Financial AdvisorMar 2006 - Mar 2007	Insurance Works IncInsurance Advisor Since Feb 2011
Kevin Dunnigan	Certified Financial PlannerSince May 1984
Kevin Smith	Investment Representative
Kim Bruner	REGISTERED INVESTMENT ADVISORApr 1999 - Jan 2004	American Dream VacationsCOMPTROLLER Since Jan 2007
Kim Douglas	Financial Advisor2008 - 2009	Morning Show CoHost Since 2009
Kirk Baeth	Financial AdvisorSince Nov 2000
Kristi Strubhart	Self - Contract Marketing OfficerMar 2012 - May 2012 Chief Administrative OfficerJun 2011 - Mar 2012 Chief Administrative OfficerSince Jun 2011	Bohemian InspiredMarketing Consultant Since Mar 2012
Larry Tweed	Investment Adviser Representative Investment adviserApr 1995 - Jul 2012	ICAInvestment. Adviser
Leonard Langner	Financial Advisor RepresentativeSince May 1993
Les Wierson	Financial Advisor2001 - Oct 2009	Wierson Financial & Wealth Mgmt.Investment Advisor Representative Since Oct 2009
Lindsey Silverthorn	Administrative AssistantMay 2008 - Aug 2008	Aquinas CollegeDatabase Manager and Market Research Analyst Since Jun 2013
Lisa Miranowski	Registered Sales AssistantApr 2004 - Apr 2009	Zero VarianceAccount Executive
Lori Braun	Internal Marketing ConsultantJun 1999 - May 2011	Investment CentersVirtual Marketing Consultant Since May 2011
Lori Miller	Owner
Louanne Kaye	CFP
Mark Thornton	Investment RepresentativeJan 2001 - Jan 2003	Cambridge Investment ResearchDirector of Retirement Plan Consulting
Marsha Wolf	Investment Centers of AmericaNov 2003 - Oct 2004
Marty Kuban	Financial AdvisorSince Feb 2009 Financial Advisor2009 - 2009	Investment Centers of AmericaFinancial Advisor Since Feb 2009
Matthew Peoples	Financial PlannerSince 2006	Peoples Capital ManagementOwner Since Feb 2010
Melinda Kempel	Regional Registration AssociateSince Jan 2013 Marketing Specialist2005 - 2010	Investment Centers of AmericaRegional Registration Associate Since Jan 2013
Melissa Pedersen	Administrative AssistantOct 2002 - Nov 2003	Servpro of Cottage Grove/ Woodbury & Certified Restoration & RoofingAdministrative Assistant/Office Management Since Sep 2010
Melissa Sommer	Investment Wholesaler and Business Development ConsultantSince Dec 2012
Michael Erskine	Vice President / New Business Development2008 - 2010	Sammons SecuritiesNational Recruiter Since 2010
Michael Mulvehill	Burney California - Financial Advisor/OwnerJul 2001 - Oct 2010	Marine CorpsCEO of 2 Since Sep 2012
Michael Tucker	Registered Investment AdvisorDec 2006 - May 2010
Michelle Nieuwsma	Home Office Employee2002 - 2010	iWealthVirtual Sales/Marketing Associate Since 2008
Michelle Rafftery	Operations ManagerApr 2007 - Apr 2008	Metro Wine & SpiritsSales Associate Since Jun 2013
Mike Kennedy	Financial Advisor1995 - 2013
Monica Liska	Financial Advisor
Myron Roe	Financial AdvisorSince Feb 1998
Patricia Carr	Non-Registered Sales AssistantAug 2004 - May 2005
Patrick Mcintyre	RepresentativeMar 1994 - Feb 2012	Great Plains Financial GroupFinancial Advisor / Partner Since Feb 2011
Perry Bohl	CFP
Pete Hermanson	Registered Representative
Randy Allen	Registered RepresentativeSince Aug 1995
Randy Clark	Vice President2005 - 2007 REGIONAL SALES MANAGER2005 - 2007	RL Clark & Sons, Inc.President Since Sep 2009
Randy Schmidt	CFP1994 - 2011	ChoiceOne Investment CenterCertified Financial Planner Since Jul 1998
Renee Bolton	Sales AssistantJan 2006 - Sep 2010	Craig Sebek State Farm InsuranceCustomer Service Coordinator Since Nov 2010
Rhonda Maassen	Registered Administrative Associate
Rick Miller	Owner
Rodney Blaukat	Investment BrokerJan 1994 - Jan 1996
Ryan Armock	AVP, Products and ServicesSince 2001	National Planning HoldingsAVP, Products and Services Since 2007
Ryan Sherwood	Representative
Sandra King	Financial Advisor
Sandy Cooper	Lead ICA AssistantAug 2009 - Dec 2010	Sammons SecuritiesAssociate Since Dec 2010
Sandy Ressler	Wealth Management Specialist
Sara Mings	Administrative Assistant / ReceptionistJul 1999 - Aug 2002	VISTACARE HOSPICEReceptionist Since Nov 2008
Shane Weisgram	Investment Rep AssistantMay 2004 - Aug 2005	Bonanza Creek Energy, Inc.Senior Auditor Since Mar 2012
Shannon Prendergast	Client Services
Sheldon Babeck	Investment RepresentativeJun 2005 - Oct 2012 Financial AdvisorJul 2005 - Oct 2012
Spencer Huggett	Financial AdvisorSince Oct 2011
Steven Delap	Financial AdvisorFeb 2007 - Nov 2010	Vue Community Credit UnionMortgage Loan Officer Since Jul 2012
Steven Snapp	Broker DealersAug 1985 - Jun 2013
Susan Poortinga	Insurance Agent2010 - 2011
Susie Peterka	Registration/Transitions/WebsiteSince Feb 2010
Tasha Gartner	Financial Advisor
Tejal Patel	Assistant to Investment RepresentativeJun 2002 - Nov 2002	NexusTekBusiness Solutions Consultant Since Aug 2004
Teresa Hettinger	Financial Planning SpecialistSince Sep 2013 Marketing Team LeaderMar 2005 - Aug 2013 Regional Marketing AssistantFeb 1994 - Apr 1999	Investment Centers of AmericaFinancial Planning Specialist Since Sep 2013
Thomas Thoele	Financial ConsultantMar 2009 - Oct 2010	Cragun's ResortLead Front Desk Agent Since Jul 2013
Tim Heisterkamp	Investment RepresentativeSince Jan 1998
Tim Kreft - Mba	Financial Consultant1997 - 1999	Clearwater Real Estate InvestmentsVP Finance and Lending Since Jul 2009
Tim Schut	Financial AdvisorSince Dec 2010
Tom Cotter	Broker2008 - 2010	RyanProperty Tax/Commercial Real Estate Business Development Associate Since Nov 2010
Tom Dosch	Financial Advisor
Tom Glandt	Financial AdvisorSince Sep 2003
Toni Shaw	Administrative Assistant2000 - 2003	Florida Community Bank, N.AAssist lender(s) Since Sep 2010
Tyler Rusch	Financial AdvisorOct 1995 - Apr 2005	Investment Centers Located At Home State BankFinancial Advisor Since Apr 2005
Victoria Mettler	Investment Advisor RepresentativeApr 1998 - Mar 2003