Todd Nelson Troutner

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

• 09/2013 → Present
  Laurel Wealth Advisors, Inc.
  La Jolla, CA
• 02/2023 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2021-02-01 → 2023-03-31
  Laurel Wealth Advisors, Inc.
  Monrovia, CA
  Solana Beach, CA
• 2013-09-18 → 2020-12-31
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
  Monrovia, CA
• 2009-06-01 → 2013-09-26
  Morgan Stanley
  Pasadena, CA
• 2001-04-02 → 2009-06-01
  Citigroup Global Markets Inc.
  Pasadena, CA
  Pasadena, CA

Other Businesses

1. Name of Outside Business or Organization: Rental property Address: Pasadena, CA Title: Landlord Description of Business or Organization: Personal rental property, condominium Description of Duties or Responsibilities: Landlord Start Date: 07/01/1985 Hours Devoted to OBA Monthly: 0 during trading hrs. / 1 during non-trading hrs. 2. 02/01/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: LAUREL WEALTH ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/01/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-01-31
• S63 Uniform Securities Agent State Law Examination
  1999-06-29