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Nathaniel Prout

Integrated Wealth Concepts LLC

Traverse City, MI

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Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-02-21
  • MI RA
    APPROVED
    Since 2025-02-21

Branch Locations

1105 East 8Th Street, Traverse City, MI 49686 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prout Financial Design Traverse City MI 12/2014 Present
Integrated Wealth Concepts Llc Waltham MA 02/2025 Present
Previous Registrations
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-06
  • S65 Uniform Investment Adviser Law Examination
    2023-01-06

View on SEC IAPD

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Other Investors

DEBORAH ANN ALICE
Kevin Edwin Dunklow
BUZ EDWARD ZAMARRON
JONATHAN B. RICKS
STEVEN AUSTIN YENSHAW
TERRY LEE FROEBER
ROBERT JOSEPH FENTON
BARBARA SUE SHELLMAN

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · TRAVERSE CITY, MI
UP NORTH FINANCIAL, LLC · TRAVERSE CITY, MI
CHARLES SCHWAB & CO., INC. · Traverse City, MI
REHMANN WEALTH · TRAVERSE CITY, MI
G. A. REPPLE & COMPANY · Traverse City, MI
INDEPENDENT WEALTH MANAGEMENT, LLC · TRAVERSE CITY, MI
CHERRY TREE WEALTH MANAGEMENT, LLC · Traverse City, MI
PFS INVESTMENTS INC. · TRAVERSE CITY, MI

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