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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.
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.
Bettie Z
Series 63, Series 65
Lawrence, KS
Integrated Wealth Concepts LLC
Bettie Zimmerman is a financial advisor at Integrated Wealth Concepts LLC with 10 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Raymond James Financial Services Advisors Inc. and Keating Financial Advisory Services, Inc. She also works as a life insurance agent. 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 with a long-term approach and oversight of third-party asset managers.
Laura W
CFP®, ChFC®, Series 63, Series 65
Lawrence, KS
Integrated Wealth Concepts LLC
Laura Warta is a CFP® and ChFC® with 11 years of experience in financial advising. She is currently with Integrated Wealth Concepts LLC and has previously worked with Raymond James Financial Services Advisors and Keating Financial Advisory Services. Warta serves on the boards 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 advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a primarily long-term investment approach.
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