Austin Lancer Nold

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

• 07/2011 → 04/2022
  Gersema Wealth Services, Inc
  Saint Joseph, MO
• 05/2012 → 04/2022
  Stifel, Nicolaus & Company, Incorporated
  St. Joseph, MO
• 04/2022 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2012-05-09 → 2022-04-27
  Stifel, Nicolaus & Company, Incorporated
  Saint Joseph, MO
  St. Louis, MO
• 2010-06-18 → 2012-05-11
  Raymond James Financial Services Advisors, Inc
  Saint Joseph, MO
• 2008-08-29 → 2008-10-29
  Edward Jones
  St Louis, MO
  St Joseph, MO

Other Businesses

1. REAL ESTATE - ST. JOSEPH, MO. OWNER OF RENTAL PRPERTY. STARTED 7/19/11 TO PRESENT. 1 HOUR WEEKLY, 0 DURING TRADING HOURS. NOT INVESTMENT RELATED. 2. 04/19/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/19/2022 - 10 Hours Per Month/5 Hours During Securities Trading - Time Spent 10% - Fixed annuities, fixed life, LTC.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-28

Designations

• Certified Financial Planner

Other Names

• Austin L Nold