Jeffrey
Engelman
Integrated Wealth Concepts LLC
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About this Advisor
Jeffrey Engelman is a financial advisor based in Englewood, Colorado, working with Integrated Wealth Concepts LLC. Jeffrey has previously held positions at Prism Financial Strategies, LLC, Integrated Wealth Concepts LLC, Vision Brokerage Services, Vision Investment Advisors, LLC, and Highland Financial Group. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Jeffrey is part of Integrated Wealth Concepts LLC, which operates out of Englewood, Colorado. The firm has 120 offices and 424 employees. The firm manages assets totaling $12.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Integrated Wealth Concepts LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Integrated Wealth Concepts LLC Brokerage Details
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$12,394,481,000
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424
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44,485
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$278,622
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jeffrey Engelman Work History
Integrated Wealth Concepts LLC
Prism Financial Strategies, LLC
Vision Brokerage Services
Vision Investment Advisors, LLC
Highland Financial Group
Disclosures
Please visit the SEC profile of Jeffrey Engelman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Integrated Wealth Concepts LLC
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Great Falls, MT
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