Nathaniel Prout

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

• 12/2014 → Present
  Prout Financial Design
  Traverse City, MI
• 02/2025 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2023-02-02 → 2025-04-02
  Cg Advisory Services
  Traverse City, MI
  Williamston, MI

Other Businesses

01/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: PROUT FINANCIAL DESIGN - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 01/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 01/2025 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/2025- 10 Hours Per Month/5 Hours During Securities Trading - Time Spent 10% - Fixed annuities, fixed life, LTC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-06