Cody, WY Office

Team
Updated today

Client AUM

$22,821,770,000

Clients

29,187

Advisors

2

Of 478 advisors across 191 offices

Location

1438 Sheridan Avenue

Cody WY 82414

Advisors at this office

2

Advisors at this office

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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 27 years of industry experience. His prior work includes roles at LPL Financial, Level Four Advisory Services, and Wells Fargo Advisors. 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, family office, and retirement plan advisory services, using customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income, with an emphasis on long-term strategies complemented by shorter-term trading for rebalancing or cash needs.

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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