Investment Centers of America Inc.

Investment Centers of America Inc.

A subsidiary of National Planning Holdings Inc.


3231 Greensboro Drive, Suite 200

Bismarck, ND 58503

(800) 544-7113

Year founded: 1985

Year end: Dec. 31

For More Information

CEOJim Komoszewski
Recruiting ContactJJ Hudock
Compliance ContactDavid Loasby
(920) 996-2655
Marketing ContactJillian Lagasse
Technology Operations ContactMyles Womack
(615) 854-0920


Social Media & Mobile
Allows advisers to use social mediaY
Social media sites allowedFacebook
Dedicated mobile application for advisers?N
Primary purpose of mobile application
Software Offered
Account aggregation software Albridge Wealth Reporting (Albridge, an affiliate of Pershing)
eMoney 360 (eMoney Advisor)
Built in house/Proprietary
Compliance software RegEd
Built in house/Proprietary
CRM Ebix CRM Smartoffice (Ebix)
Grendel Online (Big Brain Works LLC)
Redtail CRM (Redtail Technology)
Salesforce CRM (
SmartOffice (Ebix)
Document management Redtail Imaging (Redtail Technology)
Financial planning Cheshire Wealth Manager (Cheshire Software Inc.)
Easy Money (Money Tree Software Inc.)
eMoney360 (eMoney Advisor)
Golden Years (Money Tree Software Inc.)
MoneyGuidePro (PIEtech Inc.)
Morningstar Advisor Workstation (Morningstar Inc.)
NaviPro Planning Suite (Advicent, formerly Zywave)
Silver Financial Planner/Silver Online (Money Tree Software Inc.)
3D Asset Management Income Conductor
BetaVest ClearPath
Center for Fiduciary Management [FiRM]
The Income for Life Model
The Retirement Analysis Kit [TRAK]
Portfolio management Albridge Wealth Reporting (Albridge, and affiliate of Pershing)
Morningstar Office (Morningstar Inc.)
Built in house/Proprietary
In house advisory platform is built on Envestnet
Portfolio rebalancing Advisor Rebalancing (Envestnet/Tamarac)
Offers robo-advisory platform?N
If not, when plans to offer a robo-platform
Robo-advice services offered
How robo-platform developed
Charge for robo-advisory services?
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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