Laura Eileen Holthaus

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

• 10/2008 → 10/2019
  Family Investment Center, Inc
  Saint Joseph, MO
• 11/2019 → 03/2021
  Mosaic Life Care Foundation
  Saint Joseph, MO
• 03/2023 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA
• 02/2021 → 03/2023
  Charleston Financial Advisors, Llc
  Charleston, SC

Previous Registrations

• 2021-03-16 → 2023-03-16
  Charleston Financial Advisors, Llc
  Charleston, SC
  Rea, MO
• 2010-06-14 → 2019-11-21
  Family Investment Center
  Saint Joseph, MO
  Enid, OK

Other Businesses

1. 03/2023 - Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 03/13/2023 - 160 Hours Per Month/160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Integrated Wealth Concepts LLC, an independent investment advisor firm. I started this business activity in 03/13/2023. I expect to spend approximately 160 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. 2. 03/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: NOLD BRYANT PLANNING & INVESTMENTS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 03/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 3. 07/2020 - ChloeChicNurseries - ETSY SHOP - NON-INV RELATED - START DATE 07/09/2020 - 10 HOURS PER MONTH/ZERO HOURS DURING SECURITIES TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-12

Designations

• Certified Financial Planner

Other Names

• Laura E Price
• Laura E Holthaus