Christopher
Michalman

Integrated Wealth Concepts LLC

CRD#2750759
Investment Advisor
in Glastonbury, CT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christopher Michalman is a certified financial planner based out of Glastonbury, Connecticut with a total of 7 years of industry experience. Michalman is currently employed by Integrated Wealth Concepts LLC. During their career, the advisor has held roles at Lincoln Financial Advisors Corp, Lpl Financial LLC and Integrated Wealth Concepts LLC. Michalman holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Connecticut, New Hampshire and Texas. Integrated Wealth Concepts LLC is an advisory firm that has its headquarters in Waltham, MA. The investment advisory business has offices in 57 locations and a total of 178 advisors. It controls $8 billion in total assets between its 17,089 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 24 charitable organizations. Of its 17,089 client accounts, 37% belong to high-net-worth investors who have greater than $1 million in assets. The advisory firm performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules vary depending on which service is offered. However, fees billed by Integrated Wealth Concepts LLC most likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

115 Glastonbury Blvd
Glastonbury, CT 06033

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Integrated Wealth Concepts LLC Brokerage Details

Total Assets Under Management

$7,465,967,800

CT Average: $16,012,751,954
Total Number of Employees

178

CT Average: 118
Total Number of Accounts

17,089

CT Average: 4,567
Average Account Size

$436,887

CT Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Christopher Michalman Work History

Christopher has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Lpl Financial LLC

2016 - Present (8 years)

Integrated Wealth Concepts LLC

2003 - 2016 (13 years)

Lincoln Financial Advisors Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Michalman 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

Vanessa Pearson
Huntington Beach, CA
Christian Bryant
Saint Joseph, MO
Terrance Arges
Solana Beach, CA
Ann Swartz
Rockland, MA
Robert Brown
Waltham, MA
Darren Fabric
Northbrook, IL
Donald Rittenhouse
Solana Beach, CA
Joseph O'Loughlin
Waltham, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started