Brady Wayne Peat

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

• 05/2022 → 05/2025
  Prairieview Partners
  Minneapolis, MN
• 01/2020 → 04/2022
  Googins Advisors
  Madison, WI
• 06/2016 → 08/2019
  House On The Rock Resort
  Spring Green, WI
• 08/2019 → 01/2020
  University Of Wisconsin Madison
  Madison, WI
• 01/2019 → 04/2019
  Badger Call
  Madison, WI
• 05/2025 → 07/2026
  Hightower Advisors, Llc
  Oak Brook, IL
• 07/2026 → Present
  Integrated Wealth Concepts Llc
  Waltham , MA

Previous Registrations

• 2025-05-28 → 2026-07-06
  Hightower Advisors, Llc
  Oak Brook, IL
  Chicago, IL
• 2022-10-18 → 2025-06-27
  Prairieview Partners, Llc
  St. Paul, MN

Other Businesses

08/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: PERENNIAL WEALTH PARTNERS - INV REL – AT REPORTED BUSINESS LOCATION(S) – REGISTERED INVESTMENT ADVISOR DBA - IAR - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 07/2026- 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
  2022-09-06

Designations

• Certified Financial Planner