St Joseph, MO Office
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Integrated Wealth Concepts LLC
Enterprise
Firm-wide stats for Integrated Wealth Concepts LLC
About
Integrated serves individuals, high‑net‑worth clients, families, trusts, estates, businesses and retirement plans through a network of independent financial advisors who operate under firm d/b/a names. It offers discretionary investment management, financial planning and consulting, family office and retirement plan advisory services, and sponsors wrap-fee programs including the firm’s Integrated Models.
The firm constructs customized portfolios primarily using mutual funds, ETFs, individual equities and fixed income, and typically employs a long‑term approach while implementing shorter-term trades for rebalancing or cash needs. Integrated implements strategies through its internal management and by recommending or overseeing third‑party asset managers and sub‑advisers, and its policies specify that assets remain custodied with third‑party custodians (with Integrated not holding client custody except for fee deductions or standing transfer authorizations).
Compared with many large enterprises, Integrated combines an enterprise operating scale (over $23.5 billion in AUM and hundreds of advisors) with a menu of model and wrap options it directly sponsors — including a Custom Series managed by the firm and model minimums ranging from a $2,500 Socially Aware (SAMS) sleeve up to $1,000,000 for Custom accounts. The brochure also discloses several notable operational practices: a formal AI policy governing limited use of AI tools with human review, an explicit framework for advising on cryptocurrency exposure (via ETFs, separate managers or private funds), and a family office service set that covers lifestyle, philanthropy and governance.
Based on Integrated Wealth Concepts LLC
Expertise
Based on Integrated Wealth Concepts LLC
Location
3101 Fredrick Avenue
St Joseph MO 64506
Advisors at this office
5
Advisors at this office
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 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc and Fidelity Brokerage Services LLC. Integrated Wealth Concepts serves a diverse client base including 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 with a long-term approach and a variety of investment vehicles.
Easton G
Series 65
St Joseph, MO
Integrated Wealth Concepts LLC
Easton Grisamore is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 65 designation. He has less than one year of industry experience, previously working at Nold Bryant Planning and Investments and Labrunerie Financial. Prior to entering the financial industry, he spent several years in educational roles, including at Cedarville University and middle and high schools. Integrated Wealth Concepts LLC serves a broad client base including 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, utilizing customized portfolios with a primarily long-term investment approach.
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.
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. Prior to joining Integrated in 2022, Kelly worked at Stifel for six years. Outside of finance, Kelly is a part-time photographer and owner of Black Walnut Photography LLC and is also a part owner of Tubes Bike Shop, a bicycle repair and supply business. 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, consulting, and family office services, employing a primarily long-term investment approach and customized portfolios using mutual funds, ETFs, equities, and fixed income.
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.
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