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Christian B

Series 63, Series 65

St. Joseph, MO

Integrated Wealth Concepts LLC

Christian Bryant is a financial advisor at Integrated Wealth Concepts LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co Inc and Fidelity Brokerage Services LLC. Bryant is based in St. Joseph, MO. 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 services, and retirement plan advisory, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs both internal management and third-party sub-advisers.

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

Series 65

St. Joseph, MO

Integrated Wealth Concepts LLC

Hunter Rich is a Series 65–licensed financial advisor with two years of industry experience. He is currently with Integrated Wealth Concepts LLC and has prior experience at Nodaway Valley Bank, Bank of Weston, and USA Mortgage. Integrated Wealth Concepts serves individuals, 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 investment approach alongside model and wrap-fee programs.

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

Series 66

St. Joseph, MO

Integrated Wealth Concepts LLC

Kelly Petersen is a financial advisor at Integrated Wealth Concepts LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Stifel for six years. Outside of finance, Petersen is involved in family and wedding photography through his part-time ownership of Black Walnut Photography and assists as a part-owner with Tubes Bike Shop, a bicycle repair and supply business. 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 a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

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

Series 65

St Joseph, MO

Integrated Wealth Concepts LLC

Derek Gibson is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Commerce Trust for seven years and Bottorff Construction Inc. for three years. Integrated Wealth Concepts 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 long-term investment approach with customizable portfolios and oversight of third-party asset managers.

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

CFP®, Series 66

St. Joseph, MO

Integrated Wealth Concepts LLC

Austin Nold is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2022. He previously worked at Stifel for 10 years and at Gersema Wealth Services, Inc for 11 years. 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, and consulting services, with a focus on customized portfolios primarily using mutual funds, ETFs, equities, and fixed income, typically employing a long-term approach.

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