Heidi Jane Cartwright

Current Employers

Employment History

• 05/2015 → 08/2017
  Wfg Investments, Inc
  Traverse City, MI
• 06/2016 → 04/2025
  Capital Asset Advisory Services, Llc
  Traverse City, MI
• 08/2009 → Present
  Prout Financial Design
  Traverse City, MI
• 08/2017 → 04/2023
  Geneos Wealth Management Inc
  Traverse City, MI
• 04/2023 → Present
  Lpl Financial Llc
  Traverse City, MI
• 02/2025 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2016-07-14 → 2025-04-02
  Cg Advisory Services
  Traverse City, MI
  Williamston, MI

Other Businesses

1) 4/24/2023 - PROUT FINANCIAL DESIGN - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start date:08/10/2009 - 16hrs/mnth 1hr during trading 2) 03/26/2025 - INTEGRATED FINANCIAL PARTNERS - Investment Related - DBA for LPL Business (entity for LPL business) -At Reported Business Location(s) - Start Date:02/20/2025- 0 Hrs/Mth - 0 Hrs During Trading. 3) 03/26/2025 - INTEGRATED PARTNERS - Investment Related - DBA for LPL Business (entity for LPL business) -At Reported Business Location(s) - Start Date:02/20/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 4) 04/02/2025 - INTEGRATED FINANCIAL PARTNERS - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:02/20/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 5) 04/02/2025 - INTEGRATED PARTNERS - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:02/20/2025 - 1 Hrs/Mth - 1 Hrs During Trading. 6) 04/02/2025 - PROUT FINANCIAL DESIGN - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:02/20/2025 - 80 Hrs/Mth - 80 Hrs During Trading. 7) 04/02/2025 - INTEGRATED WEALTH CONCEPTS LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:02/20/2025 - 80 Hrs/Mth - 80 Hrs During Trading.I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in 02/2025. I expect to spend approximately 80 hours per month 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. 8. 08/15/2025 - Non-Variable Insurance - At Reported Business Location(s) - Inv rel - Start date: 01/01/2025 - 10Hrs/Mth - 10 Hrs During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-12
• S63 Uniform Securities Agent State Law Examination
  2012-10-24

Other Names

• Heidi Jane Cartwright
• Heidi Jane Thompson