Timothy
Thielen
Integrated Wealth Concepts LLC
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About this Advisor
Timothy Thielen is a financial advisor based in Miami, Florida with a total of 4 years of industry experience. Thielen currently works for Integrated Wealth Concepts LLC. During their career, Thielen has held roles at T2 Technalytics, Sea Change Capital Advisors, LLC, Massachusetts Mutual Life Insurance Co, Mml Investors Services, LLC, Ksdt & Co. Cpas, Lincoln Financial Advisors Corporation, Jasko Corp and Integrated Wealth Concepts. Thielen has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Florida. Integrated Wealth Concepts LLC is a financial advisory business based in Waltham, MA. It has offices in 57 locations and a total of 178 financial advisors. It manages $8 billion in assets under management between its 17,089 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 24 charitable organizations. Of its 17,089 customer accounts, 37% belong to high-net-worth investors who have at least $1 million in investable assets. Integrated Wealth Concepts LLC offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the financial services offered. Fees billed by Integrated Wealth Concepts LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Wealth Concepts LLC Brokerage Details
$7,465,967,800
178
17,089
$436,887
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Timothy Thielen Work History
Timothy has been registered as a financial advisor for 4 years.*
Integrated Wealth Concepts
Ksdt & Co. Cpas
T2 Technalytics
Jasko Corp
Lincoln Financial Advisors Corporation
Sea Change Capital Advisors, LLC
Massachusetts Mutual Life Insurance Co
Mml Investors Services, LLC
*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 Timothy Thielen 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
Waltham, MA
Northbrook, IL
Saint Joseph, MO
Solana Beach, CA
Waltham, MA
Rockland, MA
Huntington Beach, CA
Solana 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 profile-compliance@smartasset.com.
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