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 based in Saint Joseph, Missouri, working with Integrated Wealth Concepts LLC. Christian has previously held positions at Fidelity Brokerage Services LLC, Ask Services, Corelytics, Proquest, The Master's College, Stifel Nicolaus & Co Inc, and Integrated Wealth Concepts LLC. Christian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri and Texas. Currently, Christian is part of Integrated Wealth Concepts LLC, which operates out of Saint Joseph, Missouri. 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

Series 63, Series 65

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

$12,394,481,000

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

424

MO Average: 118
Total Number of Accounts

44,485

MO Average: 4,567
Average Account Size

$278,622

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

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

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

Adrian Duran
Denver, CO
Tejas Bartakke
Chesapeake, VA
William Hackler
Leominster, MA
Eric Daniel
Gig Harbor, WA
Mark Paquin
Waltham, MA
David Kline
Waltham, MA
Rosa Jardim
New Bedford, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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