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Michael Shawn Rankin

Advisor at Integrated Wealth Concepts LLC — Santa Rosa Beach, FL

Updated today

Credentials

CFP®, Series 66

Experience

20 years

Location

Santa Rosa Beach, FL

Integrated Wealth Concepts LLC logo

Integrated Wealth Concepts LLC

Enterprise

Total advisors

478

Across 192 offices

Clients per advisor

61 Typical

Avg AUM per client

$781,916 High

HNW client ratio

36% High

About

Michael Rankin is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Integrated Wealth Concepts LLC since 2017 and previously worked at Lincoln Financial Advisors from 2013 to 2017. Rankin also operates a non-variable insurance business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

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

Retirement income strategy Active portfolio management Wealth management

Occupation focus

Based on Integrated Wealth Concepts LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial planning and family office services, negotiated based on service complexity.

Percentage

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

Commissions

Advisory persons may receive separate commissions for securities and insurance sales; clients under no obligation to use them.

Project-based

Hourly rates for financial planning services, negotiated based on complexity.

Other

Account minimum: $2,500 Fee-only: Fee-only investment advisory fees based on assets under management, typically up to 2.25% annually, negotiable and customized by advisor.

Location

See office

Santa Rosa Beach, FL

Santa Rosa Beach FL

Advisors at this office

1

Most active in

Florida · Texas

Work history

20 years of industry experience

Integrated Wealth Concepts LLC

2017 - Present • 9 years

Boca Raton, FL

LPL Financial

2017 - Present • 9 years

Santa Rosa Beach, FL

Lincoln Financial Advisors

2013 - 2017 • 4 years

Boca Raton, FL

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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Charles B

Series 63, Series 65

Santa Rosa Beach, FL

Bay Hill Capital Management USA, LLC

Charles Burns is a financial advisor at Bay Hill Capital Management USA, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Triad Advisors, Inc. and Berkeley Capital Partners, LLC prior to joining Bay Hill Capital Management in 2017. Bay Hill Capital Management USA, LLC provides financial planning and discretionary asset management to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide investment decisions, offering strategies ranging from long-term holdings to active trading, including options and futures.

General tax planning Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Murray H

Series 63, Series 66

Freeport, FL

Hornsby Asset Management, LLC

Murray Hornsby is the sole advisor at Hornsby Asset Management, LLC, an independent firm based in Freeport, Florida. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. Outside of his advisory work, he co-owns a classic car rental business with his wife, which operates through a national platform. Hornsby Asset Management provides fee-based, discretionary investment advisory services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $9.26 million across about 80 accounts, employing a custom portfolio management approach that integrates tactical, technical, fundamental, and cyclical analysis with both long- and short-term trading strategies.

Active portfolio management
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Joshua S

Series 66

Niceville, FL

Future Path Financial Planning

Joshua Scannell is a financial advisor at Future Path Financial Planning in Niceville, FL, holding a Series 66 designation with one year of industry experience. Prior to joining his current firm, he held roles at Legacy Growth Wealth Management LLC, Eagle Strategies LLC, NYLIFE Securities LLC, and Atlas Financial Strategies. Outside of finance, he has experience working with SunQuest Cruises and various local businesses. Future Path Financial Planning offers investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm operates as a fee-only independent adviser, employing a long-term, customized investment approach that incorporates both active and passive strategies tailored to client preferences.

Business sale tax planning Business ownership considerations Business exit / sale strategy General estate planning guidance Cash flow / budgeting
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Connor G

Series 66

Panama City Beach, FL

Graham Wealth Management LLC

Connor Graham is a financial advisor at Graham Wealth Management LLC in Panama City Beach, FL, with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Edward Jones Investments. Outside of advising, he provides online tutoring and serves as an umpire for local baseball and softball leagues. Graham Wealth Management LLC offers portfolio management and financial planning services primarily to individual and high-net-worth clients, focusing on IPS-driven strategies that incorporate fundamental analysis, modern portfolio theory, and technical analysis. The firm operates on a primarily non-discretionary basis and utilizes margin and options trading strategies.

Options & derivatives strategies Annuities Real estate investing

Brian O

CFP®, EA

Niceville, FL

Winged Wealth Management and Financial Planning

Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of America in Washington, D.C. with a BSE in computer engineering, he attended pilot training at Vance AFB then served F-16 assignments at Shaw AFB, Eglin AFB, Kunsan AB and Nellis AFB as an F-16 Weapons School instructor. He then transitioned to the F-35 in 2012, commanding an operational test squadron at Edwards AFB, CA. He earned three masters degrees through his military career and served as the military assistant to the Under Secretary of Defense for Policy before finishing his career as an F-35 group commander at Eglin AFB, Florida. Brian spent 23 years in the Air Force, much of it helping military families navigate personal finance challenges. He found his passion for personal finance as he facilitated Financial Peace University. He went on to complete his CFP requirements and started his own financial planning firm. Brian is married with two beautiful, talented daughters. He is an avid reader and triathlete and dreams of soon finding time to home brew again. Read Brian's blog here: https://www.wingedwealth.com/insights/

General retirement planning General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting Airline Pilot Military & Veterans Government Employee Gen X (Born 1965-1980)
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Sidney D

Series 65

Santa Rosa Beach, FL

Fortunato Asset Management

Sidney Davis is a financial advisor at Fortunato Asset Management with 11 years of industry experience. He holds a Series 65 designation and has served as publisher and CEO of Consumer Electronics Advisory Group Inc., an online consumer product review business he owns. Fortunato Asset Management provides discretionary investment management and ongoing account supervision to individuals, families, trusts, non-profits, foundations, pension plans, and corporate clients. The firm employs two proprietary equity strategies based on fundamental research and manages portfolios on a discretionary basis without leverage.

Wealth management Active portfolio management
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