Eric N Beeler

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

• 02/2018 → 04/2018
  Disys
  St Louis, MO
• 02/2018 → 04/2018
  Wells Fargo Clearing Services Llc
  St Louis, MO
• 02/2015 → 12/2017
  Poet, Llc
  Sioux Falls, SD
• 06/2018 → 04/2023
  Stifel Nicolaus & Co Inc
  St. Louis, MO
• 05/2023 → 03/2025
  Cwm, Llc
  Omaha, NE
• 05/2023 → Present
  Albritton Financial Services
  Saint Louis, MO
• 03/2025 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2023-05-01 → 2025-04-01
  Cwm, Llc
  Omaha, NE
  Saint Louis, MO
  Creve Coeur, MO
• 2018-08-23 → 2023-05-18
  Stifel, Nicolaus & Company, Incorporated
  St. Louis, MO
• 2018-04-19 → 2018-05-24
  Wells Fargo Clearing Services, Llc
  St. Louis, MO

Other Businesses

03/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: ALBRITTON FINANCIAL SERVICES - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 03/31/2025 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2018-04-19

Designations

• Certified Financial Planner

Other Names

• Eric N Beeler
• Eric Beeler