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Anthony H

Series 63, Series 65

Lawrence, KS

Integrated Wealth Concepts LLC

Anthony Hayden is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Raymond James Financial and Keating Financial Advisory Services among other firms. Hayden is the founder of Abundance Alliance, a nonprofit supporting community causes and entrepreneurs. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement advisory services, employing customized portfolios with a long-term approach and overseeing third-party asset managers.

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

Series 63, Series 65

Lawrence, KS

Integrated Wealth Concepts LLC

Gregory Hill is a financial advisor at Integrated Wealth Concepts LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Raymond James Financial and Keating Financial Advisory Services. Hill is also president of Pisces Wealth, Inc., a financial planning firm he owns. 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, family office, and retirement plan advisory services, focusing on customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term approach.

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

Series 65, Series 63

Lawrence, KS

Integrated Wealth Concepts LLC

Bettie Zimmerman is a financial advisor with Integrated Wealth Concepts LLC in Lawrence, KS, holding Series 65 and Series 63 licenses and 10 years of industry experience. She previously worked at Raymond James Financial Services Advisors INC. and Keating Financial Advisory Services, Inc. Zimmerman also works as a life insurance agent. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and consulting with a focus on customized, primarily long-term portfolio strategies.

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

CFP®, ChFC®, Series 65, Series 63

Lawrence, KS

Integrated Wealth Concepts LLC

Laura Warta is a CFP® and ChFC® with 11 years of industry experience, currently serving as an advisor at Integrated Wealth Concepts LLC. She previously worked at Raymond James Financial Services Advisors Inc. and Keating Financial Advisory Services. Warta is a board member of Girls on the Run of the Flint Hills and the Daniel Keating Foundation. 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, and retirement plan advisory services, employing a primarily long-term investment approach with customized portfolios.

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