Integrated Wealth Concepts LLC
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About this Advisor
John Spaeth is a financial advisor based out of Fort Meyers, Florida who has 2 years of relevant experience. Spaeth is an advisor for Integrated Wealth Concepts LLC. Their career trajectory has included roles at Lpl Financial LLC, Level Four Advisory Services and Integrated Wealth Concepts LLC. Spaeth has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and Illinois. Integrated Wealth Concepts LLC is an advisory firm operating out of Waltham, MA. It has offices in 57 locations and a total of 178 people on staff. It oversees $8 billion in assets under management across its 17,089 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 24 charitable organizations. Of its 17,089 customer accounts, 37% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Integrated Wealth Concepts LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees usually depend on which services the firm provides the client. However, fee types charged by Integrated Wealth Concepts LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
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Integrated Wealth Concepts LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
John Spaeth Work History
John has been registered as a financial advisor for 2 years.*
Integrated Wealth Concepts LLC
Lpl Financial LLC
Level Four Advisory Services
*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.
Please visit the SEC profile of John Spaeth 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
Solana Beach, CA
Saint Joseph, MO
Solana Beach, CA
Huntington Beach, CA
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 firstname.lastname@example.org.
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