Katrina Kowalski

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:

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED_RES	2024-09-04

NH RA
APPROVED_RES

Since 2024-09-04

Branch Locations

1 Merrill Industrial Drive Suite 19, Hampton, NH 03842 • 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

Organization	City	State	From	To
Integrated Wealth Concepts Llc	Waltham	MA	08/2024	Present
Onpoint Tax & Consulting, Pllc	Stratham	NH	08/2023	Present
Katrina Kowalski Cpa	Stratham	NH	08/2019	07/2023
Auerr, Zajac & Associates	Franklin	MA	11/2010	08/2019

08/2024 → Present

Integrated Wealth Concepts Llc

Waltham, MA
08/2023 → Present

Onpoint Tax & Consulting, Pllc

Stratham, NH
08/2019 → 07/2023

Katrina Kowalski Cpa

Stratham, NH
11/2010 → 08/2019

Auerr, Zajac & Associates

Franklin, MA

Other Businesses

08/2023 - ONPOINT TAX & CONSULTING, PLLC - PARTNER - CPA FIRM - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS