Adam Francis Baker

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

• 01/2016 → 04/2019
  Independent Capital Management
  San Diego, CA
• 02/2016 → 04/2019
  Sagepoint Financial, Inc
  San Diego, CA
• 08/2014 → 11/2016
  24 Hour Fitness
  San Diego, CA
• 04/2019 → 01/2025
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 03/2018 → 03/2020
  Pb Shore Club
  San Diego, CA
• 05/2019 → 01/2023
  Triad Advisors
  Norcross, GA
• 01/2025 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2019-05-30 → 2025-01-21
  Onedigital
  Overland Park, KS
  San Diego, CA
  Escondido, CA

Other Businesses

Insurance-multiple carriers ; investment related ; wealth management & advisory services ; agent ; 4/26/2016 ; 20 hrs/month ; 2 hrs during trading ; provide array of fixed insurance products to meet clients financial planning needs- life, disability, ltc, etc. 01/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: RETIREMENTDNA - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 01/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-30
• S63 Uniform Securities Agent State Law Examination
  2016-04-18