Bryce Aaron Burch

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

• 09/2011 → 07/2020
  Northwestern Mutual Investment Services, Llc
  Houston, TX
• 08/2011 → 07/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 05/2012 → 05/2017
  Self Owner
  Humble, TX
• 01/2016 → 07/2020
  Northwestern Wealth Manangement Company
  Milwaukee, WI
• 07/2020 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Other Businesses

1. 07/01/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/01/2020- 10 Hours Per Month/5 Hours During Securities Trading - Time Spent 10% - Fixed annuities, fixed life, LTC. 2. 10/07/2021 - TCWMA LLC - Not Investment Related - 8906 Skipping Stone Court Houston TX 77064 - Business Entity For Tax/Investment Purposes Only - Start Date: 10/07/2021 - 200 Hours Per Month/160 Hours During Securities Trading. 3. 11/01/2021 - Fellowship of Christian Athletes - Non-Profit Board Member - Board Chair- Non-Inv Related - at Reported Loaction(s) - 4 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-03
• S63 Uniform Securities Agent State Law Examination
  2011-02-05

Other Names

• Bryce Aaron Burch
• Bryce Aaron Burch