Bryan Sonderby
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What do you enjoy most about wealth management?
Seeing our clients take control of their financial futures with our expertise and guidance.
What do you love most about being part of ICM Private Client Group?
I love leading our exceptional team and seeing the successes of our clients.
What professional accomplishments are you most proud of?
Building a wealth management firm that has an entrepreneurial and forward thinking business model that aligns the firms interest with our advisors and their clients.
What qualities of yours make you best suited to what you do?
My entrepreneurial spirit, a commitment to succeed, my aptitude to lead, and my faith.
How should people think about their wealth?
Wealth is more than someone’s money or investments and everyone has some amount of it. Wealth should be about your affluence, influence, and ultimately your legacy.
What do you love to do outside of work?
Experience life with my beautiful family. I appreciate travel, golf, serving, and watching my boys play sports.
What would you be doing if you weren’t working for ICM Private Client Group?
My ultimate goal in life is to start a non-profit organization that focuses on developing our country’s youth to become future entrepreneurs.
Career highlights:
• Experience in all facets of the financial services industry
• Founding ICM Private Client Group
• Serving on several boards both in business and my community
Education and accreditations:
• B.A. in Business Management, with emphasis in Finance, Saint John’s University
• CLU and ChFC, The American College (in progress)
• Series 65
• CA Insurance licensed
Check the background of this firm on FINRA’s BrokerCheck
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRASIPC Investment advisory services offered through SagePoint Financial,Inc., a registered investment advisor. Certain insurance products offered through ICM Private Client Group, Inc. ICM Private Client Group, Inc. is a separate company from SagePoint Financial, Inc. Insurance License Number: 0I92424This communication is strictly intended for individuals residing in the states of AK, AL, AZ, AR, CA, CO, CT, DC, FL, GA, HI,IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC,ND, NE, NH,NJ, NM, NY, NC,ND, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.IMPORTANT CONSUMER INFORMATION:A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
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