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Joshua Hill

Advisor at Integrated Wealth Concepts LLC

Updated today

Location

Kansas City, MO 64131

Credentials

CFP®, Series 63, Series 65

Industry experience

11 years

About

Joshua Hill is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior career includes roles at Assurity Life Insurance Co., Keating Financial Advisory Services, Inc., and Raymond James Financial Services. Hill operates under the d/b/a Hillside Wealth within Integrated Wealth Concepts. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services through a network of approximately 452 advisors managing about $16 billion in client assets.

Client services

Based on Integrated Wealth Concepts LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Integrated Wealth Concepts LLC

Equity compensation tax strategy Private / alternative investments Retirement income strategy Tax-loss harvesting

Occupation focus

Based on Integrated Wealth Concepts LLC

Founder/Business Owner Executive Retired

Demographic focus

Based on Integrated Wealth Concepts LLC

Established Professionals

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Fee options

Fixed

Fixed fees for financial planning and family office services; fees are negotiated based on complexity and services provided.

Percentage

$0 - $1,499,999: 0.20% $1,500,000 - $2,999,999: 0.18% $3,000,000+: 0.15%

Commissions

Advisory Persons who are registered representatives earn commissions separately; commission-based compensation is in addition to advisory fees.

Project-based

Hourly rates are available for financial planning services; specific rates are negotiable and disclosed on a case-by-case basis.

Other

Account minimum: $2,500

Location

800 E. 101 St Terrace, Suite 350

Kansas City, MO 64131

Most active in

Kansas · Missouri

Work history

Integrated Wealth Concepts LLC

2026 - Present (1 year)

Assurity Life Insurance Co.

2016 - 2026 (10 years)

Keating Financial Advisory Services, Inc

2016 - 2026 (10 years)

Raymond James Financial Services Advisors INC.

2016 - 2025 (9 years)

Raymond james Financial Services, Inc

2014 - 2025 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Amy W

CFP®, Series 66

Overland Park, KS

Prairie Ridge Asset Management, LLC

Amy White is a CFP® and holds a Series 66 license, with 27 years of experience in the financial services industry. She has worked at Cambridge Investment Research, Inc. and Steffes Financial, Ltd. before founding Prairie Ridge Asset Management, LLC in 2017. Amy operates as the sole advisor at Prairie Ridge, based in Overland Park, KS. Prairie Ridge Asset Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a modern portfolio theory-based investment approach focused on global diversification and fundamental analysis, and is notable for its pension consulting and retirement-plan advisory offerings.

Business succession planning
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Michael H

Series 63, Series 66

Overland Park, KS

Penn Wealth Management

Michael Hazell is a financial advisor at Penn Wealth Management in Lenexa, KS, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has led Penn Wealth Management since 2008. In addition to his advisory role, he operates Penn Wealth Publishing, producing investment-related articles for a subscribing audience. Penn Wealth Management is an independent, fee-only advisory firm serving individuals, trusts, and small businesses with discretionary investment management and comprehensive financial planning. The firm employs a strategic asset-allocation, core/satellite investment approach and manages approximately $15 million across various account types.

College savings (529s, UTMA, etc.) General tax planning Active portfolio management Union Employee
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John C

CFP®, CFA®

Leawood, KS

Wolf Bay Wealth Partners

John Clark is a CFP® and CFA® with three years of experience at Wolf Bay Wealth Partners, where he is the sole advisor. He also serves as an Associate Professor of Finance at the University of Missouri - Kansas City and supervises the university's Student Fund. Wolf Bay Wealth Partners provides investment management, financial planning, and educational seminars to institutions, pooled vehicles, nonprofit and corporate clients, as well as individual investors. The firm combines modern portfolio theory with fundamental, technical, cyclical, and factor analysis, offering discretionary portfolio management and periodic reviews, and is notable for its academic leadership and focus on client education.

Business ownership considerations Tax strategies for small businesses Retirement withdrawal strategies College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner
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David J

Series 65

Lees Summit, MO

Island Insight Wealth LLC

David Jacobberger is a Series 65-licensed financial advisor with seven years of experience at Precision Wealth Advisors and six years at Producers Financial Network. He is currently affiliated with Island Insight Wealth LLC, a newly formed state-registered investment adviser based in Lees Summit, MO. Island Insight Wealth LLC provides discretionary portfolio management and integrated financial and retirement planning primarily to individuals, families, and retirees. The firm employs a quantitative, model-driven investment process using proprietary machine learning models to customize asset allocation, security selection, and rebalancing for each client.

Wealth management Active portfolio management Retired
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John C

CFP®, Series 63, Series 65

Lenexa, KS

Chladek Wealth Management, LLC

John Chladek is a CFP®-certified financial advisor with 19 years of industry experience. He founded Chladek Wealth Management, LLC in 2009 and previously worked at TMFS-Providence, LLC. The firm serves individual clients, including high-net-worth individuals, providing financial planning and discretionary investment management. Chladek Wealth Management applies modern portfolio theory and fundamental security analysis to create diversified, risk-based portfolios, utilizing no-load mutual funds and ETFs while maintaining trading discretion. The firm offers both one-time and ongoing financial planning, portfolio management, and advisory services for held-away retirement accounts, with additional estate plan coordination through an independent third-party provider.

General retirement planning Charitable giving tax strategies Cash flow / budgeting Debt management
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Mark N

Series 63, Series 65

Overland Park, KS

Nasche Asset Management LLC

Mark Nasche is the sole advisor at Nasche Asset Management LLC in Overland Park, KS, holding Series 63 and Series 65 credentials with 41 years of industry experience. He previously worked at Oppenheimer & Co for 11 years before founding his current firm in 2020. Nasche Asset Management LLC provides asset management and investment advisory services to individuals, high-net-worth clients, families, and small businesses using separately custodied accounts. The firm employs a value-oriented, primarily long-term investment approach with tactical flexibility and manages accounts on a non-discretionary basis, requiring client approval before trades.

Options & derivatives strategies Active portfolio management Wealth management
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