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RS

Ross C. Stanforth

INVESTMENT CONSULTING GROUP
DAVENPORT, IA 52807
Some features on this profile are disabled
CRD#: 5119305
RS

Professional summary

Ross Curran Stanforth, CIMA® is a registered financial advisor currently at INVESTMENT CONSULTING GROUP INC located in Davenport, Iowa.

Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Ross has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Ross Curran Stanforth's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CIMA®

Certified Investment Management Analyst

Experience

Current

July 5, 2010 - Present

INVESTMENT CONSULTING GROUP INC

Office #1: 5117 Jersey Ridge Road Suite 1, Davenport, IA 52807
RIA
CRD#: 106967
DAVENPORT, IA
Past

September 23, 2009 - March 18, 2014

LASALLE ST SECURITIES, L.L.C.

BD
CRD#: 7191
DAVENPORT, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IC
INVESTMENT CONSULTING GROUP INC
INVESTMENT CONSULTING GROUP INC

CRD#: 106967 / SEC#: 801-38594

RIA
Registered Investment Advisory firm - (1/31/1991 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(7/5/2010)
IAR
Iowa
(7/5/2010)
IAR
Nebraska
(12/15/2025)
IAR
Texas
(12/16/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/2/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/29/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/22/2009
General Securities Representative Examination

Current Firm

IC
INVESTMENT CONSULTING GROUP INC
INVESTMENT CONSULTING GROUP INC

CRD#: 106967 / SEC#: 801-38594

RIA
Registered Investment Advisory firm - (1/31/1991 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5117 Jersey Ridge Road Suite 1, Davenport, IA 52807
Mailing Address
Phone number
(563) 322-2322
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INVESTMENT CONSULTING GROUP, INC. ADV PART II (3/13/2025)
ADV PART 2B ROSS STANFORTH (3/13/2025)
ADV PART 2B DONALD STANFORTH (3/13/2025)

Regulatory assets under management

Total Number of Accounts517
AUM (Assets Under Management)$ 2,600,394,647

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

INVESTMENT CONSULTING GROUP INC

CRD#: 106967Davenport, IA 52807

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