Taylor Keith Ranker

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 01/2018
  Royal Alliance
  Harrisburg, PA
• 01/2018 → 04/2025
  Kestra Investment Services, Llc
  Camp Hill, PA
• 01/2018 → 05/2025
  Kestra Advisory Services, Llc
  Camp Hill, PA
• 04/2025 → Present
  Questmont Virtual Family Office, Llc
  Tampa, FL
• 05/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 03/2026 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2025-04-11 → 2026-05-14
  Questmont Virtual Family Office, Llc
  Tampa, FL
• 2018-01-22 → 2025-06-02
  Kestra Advisory Services, Llc
  Camp Hill, PA
  Austin, TX
  Tampa, FL
• 2012-11-20 → 2018-01-25
  Osaic Wealth, Inc.
  Scottsdale, AZ
  Camp Hill, PA
• 2005-11-02 → 2012-11-28
  National Planning Corporation
  Harrisburg, PA
• 2005-02-03 → 2005-11-03
  Vicus Capital, Inc.
  Harrisburg, PA

Other Businesses

1.) Integrated Wealth Concepts, LLC D/B/A Questmont Virtual Family Office. Investment Related. At Registered Location. RIA. IAR. 03/2025.160. 150. CEO and Business Development. 2) Fixed Insurance. Investment Related. At Registered Location. Fixed/traditional insurance. Agent. 03/2025. 5. 5. Provide insurance advice based on the needs of clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-05-03
• S63 Uniform Securities Agent State Law Examination
  1991-08-29