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Timothy M

Series 63, Series 65

Cody, WY

Integrated Wealth Concepts LLC

Timothy Mahieu is a financial advisor with Integrated Wealth Concepts LLC in Cody, Wyoming, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at LPL Financial, Level Four Advisory Services, and Wells Fargo. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
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Benjamin P

CFP®, ChFC®, Series 63, Series 66

Cody, WY

Integrated Wealth Concepts LLC

Benjamin Payton is a CFP® and ChFC® with eight years of experience in financial advisory. He is currently with Integrated Wealth Concepts LLC and has previously worked at firms including LPL Financial and Northwestern Mutual. Payton’s work history spans both investment advisory and wealth management roles. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers customized portfolios primarily using mutual funds, ETFs, equities, and fixed income, employing a long-term investment approach combined with tactical rebalancing.

Retirement income strategy Active portfolio management Wealth management Founder/Business Owner Executive
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