Christian
Bryant

Integrated Wealth Concepts LLC

CRD#6692267
Investment Advisor
in Saint Joseph, MO

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About this Advisor

Christian Bryant is a financial advisor who works out of Saint Joseph, Missouri with 1 year of industry experience. Bryant is on the advisory team at Integrated Wealth Concepts LLC. During their career, the advisor has held roles at Fidelity Brokerage Services LLC, Ask Services, Corelytics, Proquest, The Master'S College, Stifel Nicolaus & Co Inc and Integrated Wealth Concepts LLC. Bryant maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Missouri and Texas. Integrated Wealth Concepts LLC is a firm based in Waltham, MA. It has offices in 57 locations and a total of 178 advisors. It oversees $8 billion in total assets across its 17,089 accounts, making it one of the largest firms in the country by assets under management. The firm advises 24 charitable organizations. Of its 17,089 accounts, 37% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm performs a number 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 usually depend on which services are offered. Fee types billed by Integrated Wealth Concepts LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

3101 Frederick Avenue
Saint Joseph, MO 64506

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Integrated Wealth Concepts LLC Brokerage Details

Total Assets Under Management

$7,465,967,800

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

178

MO Average: 118
Total Number of Accounts

17,089

MO Average: 4,567
Average Account Size

$436,887

MO 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

Christian Bryant Work History

Christian has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Integrated Wealth Concepts LLC

2017 - 2022 (5 years)

Stifel Nicolaus & Co Inc

2016 - 2017 (1 year)

Fidelity Brokerage Services LLC

2016 - 2016 (< 1 year)

Ask Services

2015 - 2016 (1 year)

Corelytics

2015 - 2015 (< 1 year)

Proquest

2014 - 2014 (< 1 year)

Proquest

2013 - 2016 (3 years)

The Master'S College

2013 - 2013 (< 1 year)

Ask 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.

Disclosures

Please visit the SEC profile of Christian Bryant 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

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

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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.

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