William Behling

Current Employers

Employment History

• 06/2018 → 05/2019
  Edward Jones
  Roscoe, IL
• 12/2008 → 12/2018
  Full-Time Student
  Rockford, IL
• 01/2017 → 05/2017
  Heritage Way Advisors
  Rockford, IL
• 05/2019 → 01/2020
  Edward Jones
  St Louis, MO
• 02/2020 → 05/2020
  Heritage Way Advisors, Llc
  Rockford, IL
• 05/2020 → 12/2021
  Heritage Way Advisors, Llc
  Rockford, IL
• 12/2021 → 02/2022
  Creative Planning, Llc
  Rockford, IL
• 10/2023 → Present
  Integrated Wealth Concepts
  Waltham, MA
• 02/2022 → 10/2023
  Integrated Wealth Concepts
  Waltham, MA
• 02/2022 → Present
  Lpl Financial
  Waltham, MA

Previous Registrations

• 2021-12-06 → 2022-02-04
  Creative Planning
  Rockford, IL
  Overland Park, KS
• 2020-06-16 → 2021-12-03
  Heritage Way Advisors, L.L.C.
  Rockford, IL
• 2019-07-23 → 2020-01-07
  Edward Jones
  St Louis, MO
  Poplar Grove, IL
  Roscoe, IL

Other Businesses

1. Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 10/17/2023 - 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 10/17/2023. 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: 10/17/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: INTEGRATED FINANCIAL PARTNERS - INV REL - IAR - AT REPORTED BUSINESS LOCATION(S) 3: 10/17/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: INTEGRATED PARTNERS - INV REL - IAR - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-20
• S66 Uniform Combined State Law Examination
  2019-07-22

Other Names

• Liam Behling
• William Behling
• William Conrad Blaise Behling