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Albert W. Wichman

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CRD#: 466095
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Albert William Delbert Wichman, who also goes by Albert William Wichman, was a registered financial professional .

Albert is a previously registered financial professional and started their career in finance in 1969. Albert had worked at 11 firms and has passed the Series 63, Series 7, Series 1, F04 and Series 40 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Albert William Wichman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 14, 2002 - December 1, 2006

ICON DISTRIBUTORS, INC.

BD
CRD#: 28568
GREENWOOD VILLAGE, CO
Past

July 26, 1999 - December 21, 1999

MJK CLEARING, INC.

BD
CRD#: 8678
MINNEAPOLIS, MN
Past

June 27, 1996 - June 6, 1997

DELPHI FINANCIAL CORP.

BD
CRD#: 25868
MINNEAPOLIS, MN
Past

October 13, 1993 - December 5, 1995

CANACCORD GENUITY WEALTH MANAGEMENT (USA) INC.

BD
CRD#: 7449
VANCOUVER,
Past

August 4, 1993 - September 16, 1993

MILLER JOHNSON STEICHEN KINNARD, INC.

BD
CRD#: 694
MINNEAPOLIS, MN
Past

May 10, 1990 - June 12, 1990

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

June 22, 1977 - February 29, 1988

KENWOOD FINANCIAL GROUP OF MINNEAPOLIS, INC.

BD
CRD#: 7415
Past

August 24, 1976 - June 26, 1981

ESTATES SECURITIES, INC.

BD
CRD#: 6451
Past

July 22, 1974 - September 27, 1976

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

BD
CRD#: 640
Past

May 15, 1973 - August 22, 1974

PIPER SANDLER & CO.

BD
CRD#: 665
Past

April 8, 1969 - May 25, 1973

CRAIG-HALLUM, INC.

BD
CRD#: 1546

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/23/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/3/1969
Registered Representative Examination
Principal/Supervisory Exam
RR
F04
Date: 9/16/1976
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 40
Date: 8/26/1975
Registered Principal Examination

Current Firm


ID
ICON DISTRIBUTORS, INC.
ICON DISTRIBUTORS, INC. | MERIDIAN CLEARING CORP.

CRD#: 28568 / SEC#: , 8-43801

BD
Terminated by SEC on 11/29/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Colorado since 05/03/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ICON MANAGEMENT & RESEARCH CORPORATIONPARENT
CALLAHAN, BRIAN THOMASPRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER4672076
SCHAUB, DEBORAH JEANFINANCIAL OPERATIONS PRINCIPAL4534038

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ICON DISTRIBUTORS, INC.

CRD#: 28568

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