Bloomfield Hills, MI Office

Team
Updated today

Client AUM

$22,821,770,000

Clients

29,187

Advisors

2

Of 480 advisors across 192 offices

Location

42714 Woodward Avenue

Bloomfield Hills MI 48304

Advisors at this office

2

Advisors at this office

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Ryan Q

CFP®, Series 66

Bloomfield Hills, MI

Integrated Wealth Concepts LLC

Ryan Quinn is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2023. He previously worked at Wealthcare Advisory Partners, LLC and LPL Financial. 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, emphasizing customized portfolios with a primarily long-term investment approach.

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

Series 63, Series 65

Bloomfield Hills, MI

Integrated Wealth Concepts LLC

Joshua Barron is a financial advisor with Integrated Wealth Concepts LLC in Bloomfield Hills, MI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at LPL Financial and Wealthcare Advisory Partners, LLC. Outside of advisory services, he has worked as a legal consultant and notary. Integrated Wealth Concepts serves individuals, families, businesses, and retirement plans through a network of independent advisors offering discretionary investment management, financial planning, and consulting. The firm constructs customized portfolios using mutual funds, ETFs, equities, and fixed income with a long-term approach and employs both internal management and third-party asset managers.

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