Scott David Morrison

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

• 11/2003 → 12/2017
  Invest Financial Corp
  Tampa, FL
• 12/2017 → 06/2024
  Securities America, Inc.
  E. Lansing, MI
• 12/2017 → 06/2024
  Securities America Advisors
  E. Lansing, MI
• 06/2024 → 12/2025
  Osaic Wealth, Inc.
  East Lansing, MI
• 12/2025 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2024-06-14 → 2025-12-15
  Osaic Wealth, Inc.
  East Lansing, MI
• 2017-12-01 → 2024-06-14
  Securities America Advisors, Inc.
  East Lansing, MI
• 2004-01-15 → 2017-12-04
  Invest Financial Corporation
  Battle Creek, MI
  Charlotte, MI
  E. Lansing, MI

Other Businesses

1. THE FEDMEN Position: Owner/ Consultation - Nature: THE FEDMEN - Federal Employee Benefits Consultation - Investment Related: No - Hours: 15 - Securities Trading Hours: 10 - Start Date: 03/23/2009 - Address: 1504 E Grand River Ave Ste 201, East Lansing MI 48823 2. 12/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: MORRISON NORDMANN - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 12/11/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 3. 12/2025 - 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

• S65 Uniform Investment Adviser Law Examination
  2002-03-22
• S63 Uniform Securities Agent State Law Examination
  1994-11-11

Other Names

• Scott D Morrison