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ICON FINANCIAL SERVICES LLC

PORTLAND, OR · CRD 306816 · IAPD ↗ · 1 (503) 917-0590

$19.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
February 2026 — ICON FINANCIAL SERVICES LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.