Karl Michael Baumann

Current Employers

Employment History

• 02/1988 → Present
  Baumann & Baumann Cpas
  Wellesley, MA
• 05/2003 → Present
  Baumann & Company, Inc.
  Wellesley, MA
• 11/2008 → 01/2017
  Lincoln Financial Advisors
  Wellesley, MA
• 01/2017 → Present
  Lpl Financial Llc
  Waltham, MA
• 01/2017 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2009-02-23 → 2017-01-24
  Osaic Fa, Inc.
  Wellesley, MA
  Glastonbury, CT
  Waltham, MA

Other Businesses

1. 01/20/2017 - BAUMANN & BAUMANN CPAS/ CPA AFFILIATE PROGRAM/ 80%/ WELLESLEY, MA 2. 01/20/2017 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ WALTHAM, MA 3. 01/20/2017 - BAUMANN & COMPANY, INC/ OTHER - BUSINESS OWNER/ 20%/ WELLESLEY, MA 4. KARL BAUMANN HAS SERVED AS A DUALLY-REGISTERED INVESTMENT ADVISOR REPRESENTATIVE/REGISTERED REPRESENTATIVE WITH INTEGRATED WEALTH CONCEPTS LLC AND LPL FINANCIAL LLC ("LPL") SINCE 01/2017. BUSINESS ACTIVITIES ARE CONDUCTED FROM WELLESLEY, MA. 5. 6/15/2018 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date:01/01/2017 - 2 Hours Per Month/2 Hours During Trading - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 01/2017. I expect to spend approximately 2 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2009-02-09

Designations