Hunter Rich

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

• 08/2022 → 09/2023
  Nodaway Valley Bank
  St. Joseph, MO
• 07/2022 → 08/2022
  Bank Of Weston
  Weston, MO
• 06/2021 → 06/2022
  Usa Mortgage
  Columbia, MO
• 02/2016 → 06/2021
  Nodaway Valley Bank
  St. Joseph, MO
• 09/2023 → Present
  Integrated Wealth Concepts
  Waltham, MA

Other Businesses

09/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: NOLD BRYANT PLANNING & INVESTMENTS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 09/18/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-23