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Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-05-28
  • NE RA
    APPROVED
    Since 2026-05-28

Branch Locations

8545 Executive Woods Drive Suite 3, Lincoln, NE 68512 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc. Lincoln NE 08/2011 07/2021
Various Insurance Carriers For W&R Insurance Agencies Hickman NE 12/2011 07/2021
Southeast High School Lincoln NE 10/2012 06/2019
Integrated Wealth Concepts Llc Waltham MA 05/2026 Present
Choice Management Llc Hickman NE 03/2014 Present
Blacktie Properties Llc Hickman NE 05/2019 Present
Fellowship Of Christian Athletes Lincoln NE 10/2019 Present
Lpl Financial, Llc Lincoln NE 07/2021 Present
  • 08/2011 → 07/2021
    Waddell & Reed, Inc.
    Lincoln, NE
  • 12/2011 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Hickman, NE
  • 10/2012 → 06/2019
    Southeast High School
    Lincoln, NE
  • 05/2026 → Present
    Waltham, MA
  • 03/2014 → Present
    Choice Management Llc
    Hickman, NE
  • 05/2019 → Present
    Blacktie Properties Llc
    Hickman, NE
  • 10/2019 → Present
    Fellowship Of Christian Athletes
    Lincoln, NE
  • 07/2021 → Present
    Lpl Financial, Llc
    Lincoln, NE
Previous Registrations
  • 2012-03-19 → 2021-07-21
    Waddell & Reed
    Savage, MN
    Lincoln, NE
Other Businesses

1.08/26/2021; Blacktie Properties LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/01/2019; hrs/mth; hrs during trading 2.08/26/2021; Choice Management LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 02/01/2014; hrs/mth; hrs during trading 3.08/26/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Rhythm Financial Group; Investment Related; at Reported Business Location(s); Start Date 01/01/2021; hrs/mth; hrs during trading 4.09/04/2023; Till and Timber LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/20/2022; 1hrs/mth; 0hrs during trading 5.02/09/2026; AJV LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/26/2026; 0hrs/mth; 0hrs during trading 6.05/18/2026; (Hybrid) Integrated Partners; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 05/01/2026; 160hrs/mth; 160hrs during trading; I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 5/2026. I expect to spend approximately 160 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. 7.07/24/2026; (Hybrid) Rhythm Financial Group; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 05/28/2026; 80hrs/mth; 80hrs during trading;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-14
  • S66 Uniform Combined State Law Examination
    2012-03-14

View on SEC IAPD

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