Gregory Ronald Bogdan

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

• 05/2015 → 09/2020
  Private Vista, Llc (Formerly Financial Strategy Network Llc)
  Chicago, IL
• 09/2020 → 07/2026
  Hightower Advisors Llc
  Chicago, IL
• 07/2026 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2020-10-12 → 2026-07-06
  Hightower Advisors, Llc
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2015-05-21 → 2020-11-04
  Private Vista, Llc
  Oak Brook, IL
  Chicago, IL
• 2009-01-09 → 2014-05-19
  Ameriprise Financial Services, Llc
  Westminster, CO
  Boxborough, MA

Other Businesses

08/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: PERENNIAL WEALTH PARTNERS - INV REL – AT REPORTED BUSINESS LOCATION(S) – REGISTERED INVESTMENT ADVISOR DBA - IAR - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 07/2026 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 10 Hours Per Month/5 Hours During Securities Trading - Time Spent 10% - Fixed annuities, fixed life, LTC.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-22

Designations

• Certified Financial Planner