Sharon Marie Santopadre

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

• 03/2011 → 04/2021
  Wayne Hummer Investments
  Algonquin, IL
• 04/2021 → Present
  Integrated Wealth Concepts
  Algonquin, IL

Previous Registrations

• 2012-05-29 → 2021-04-20
  Wintrust Investments Llc
  Algonquin, IL
  Chicago, IL

Other Businesses

1: 04/16/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/16/2022- 5 Hours Per Month/5 Hours During Securities Trading - Time Spent 5% - Fixed annuities, fixed life, LTC.

Exams

• S66 Uniform Combined State Law Examination
  2011-10-25

Other Names

• Sharon Marie Bolda