Otto Schleinkofer

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:

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED_RES	2024-10-09

MA RA
APPROVED_RES

Since 2024-10-09

Branch Locations

Berkley, MA • 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

Organization	City	State	From	To
Integrated Wealth Concepts Llc	Waltham	MA	05/2024	Present
Fernandes & Charest P.C.	Westport	MA	07/2020	Present
Clifton Larson Allen	New Bedford	MA	11/2015	06/2020

05/2024 → Present

Integrated Wealth Concepts Llc

Waltham, MA
07/2020 → Present

Fernandes & Charest P.C.

Westport, MA
11/2015 → 06/2020

Clifton Larson Allen

New Bedford, MA

Other Businesses

07/2020 - FERNANDES & CHAREST P.C. - CPA FIRM - PRINCIPAL - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS