William Daniel Hackler

Current Employers

Employment History

• 03/2014 → 09/2016
  Lincoln Financial Advisors
  Leominster, MA
• 09/2016 → Present
  Lpl Financial, Llc
  Leominster, MA
• 09/2016 → Present
  Integrated Wealth Concepts Llc
  Leominster, MA

Previous Registrations

• 2014-08-21 → 2016-09-29
  Osaic Fa, Inc.
  Leominster, MA
  Leominster, MA
  Glastonbury, CT

Other Businesses

1. 9/22/2016: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 10/01/1996 - 4 Hours Per Month During Securities Trading - Time Spent 2% - Accident/health, disability and traditional life products, 2. 10/31/2016: Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Investment Related - Time Spent 75% . 3. 11/18/2016: Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 25% - IAR - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in September 2016. I expect to spend approximately 25% of my time on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 11/18/2016: Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Time Spent 25%. 5. 9/4/2019 - Integrated Financial Partners - DBA: Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 6. 9/11/2019 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment related - At reported business location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 7. 10/9/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Pension Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 10/01/2019 - 160 Hours Per Month During Securities Trading. 8. 6/1/2020 - Integrated Pension Services - Investment Related - At Reported Business Location(s) - Third Party Administrator (TPA) - Owner - Started 10/01/2019 - 80 Hours Per Month During Securities Trading - Provides retirement plan design, implantation, administration services. 9. 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 10. 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 11. 10/07/2021 - Integrated Retirement Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 12) 02/06/2025-INTEGRATED PENSION ADVISORS, LLC -Investment Related -At Reported Business Location(s) -DBA for LPL Business (entity for LPL business) - Start Date:01/01/2025 - 80Hrs/Mth - 80 Hrs During Trading. 13) 02/05/2025 - (HYBRID) INTEGRATED WEALTH CONCEPTS LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:01/01/2025 - 80Hrs/Mth - 80 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-11
• S63 Uniform Securities Agent State Law Examination
  1996-01-24