IFC
  • IFC
  • WISE MONEY INFO
  • TRUE WEALTH GROUP
  • THE RETIREMENT GUARDIAN
  • SPECTRUM RETIREMENT SOLUTIONS
  • ROCKY MOUNTAIN FINANCIAL
  • INTEGRATED FINANCIAL CONCEPTS, INC.
  • IFC AND INSURANCE MARKETING, INC.
  • BEKKI HARPER FINANCIAL

Adviser Profile

As of Date 06/12/2026
Registration SEC, Approved, 06/26/2025
Other registrations (16)
Former registrations

IFC AND INSURANCE MARKETING, INC.

ADV Location AUBURN, CA, United States
Contact Info 530 xxxxxxx
Websites
AUM* 173,456,003 57%
of that, discretionary 173,456,003 57%
Number of Employees 7
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 122,066 39%
% High Net Worth 2.67% 75%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

152M 131M 109M 87M 65M 44M 22M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees