Arthur Thomas Arsenault

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

• 01/2007 → Present
  Arsenault And Cline, Cpas, Inc.
  Lynnfield, MA
• 09/2016 → 12/2016
  Lincoln Financial Advisors
  Lynnfield, MA
• 11/2016 → Present
  Lpl Financial Llc
  Waltham, MA
• 01/2017 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Other Businesses

1. 11/15/2016 - ARSENAULT AND CLINE, CPAS, INC./ CPA AFFILIATE PROGRAM/ 95%/ LYNNFIELD, MA 2. 11/15/2016 - STAR OF BETHLEHEM LODGE/ OUTSIDE, W-2 EMPLOYMENT/ 6%/ LYNNFIELD, MA 3. 9/8/2017 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 01/17/2017 - 5 Hours Per Month During Securities Trading. 4. 11/7/2017 - Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/02/2017 - 5 Hours Per Month During Securities Trading - I provide investment advisory services through Integrated Wealth Concepts LLC, an independent investment advisor firm. I started this business activity in Nov 2017. I expect to spend approximately 5 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. 5. 6/23/2020 - Integrated Wealth Concepts, LLC - DBA: Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 11/01/2017 - 5 Hours Per Month During Securities Trading. 6. 01/22/2026 - Historical Building Association and Musuem - Non-Profit Board Member - Treasurer - Not Investment Related - Chelsea, MA - 2 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2017-01-13