Advisor at Integrated Wealth Concepts LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Integrated Wealth Concepts LLC
Location
Cody, WY 82414
Credentials
Series 63, Series 65
Industry experience
27 years
Timothy Mahieu is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Level Four Advisory Services, and Wells Fargo Advisors. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services, delivering customized portfolios through a network of approximately 452 advisors managing about $16 billion in client assets.
Based on Integrated Wealth Concepts LLC
Based on Integrated Wealth Concepts LLC
Fixed fees for financial planning and family office services; fees are negotiated based on complexity and services provided.
$0 - $1,499,999: 0.20% $1,500,000 - $2,999,999: 0.18% $3,000,000+: 0.15%
Advisory Persons who are registered representatives earn commissions separately; commission-based compensation is in addition to advisory fees.
Hourly rates are available for financial planning services; specific rates are negotiable and disclosed on a case-by-case basis.
Account minimum: $2,500
1438 Sheridan Avenue
Cody, WY 82414
California · Wyoming
Integrated Wealth Concepts LLC
2021 - Present (5 years)
LPL Financial, llc
2017 - Present (9 years)
Level Four Advisory Services, LLC
2017 - 2021 (4 years)
Wells Fargo Clearing
2016 - 2017 (1 year)
WELLS FARGO ADVISORS LLC
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Cody, WY
Copperline Wealth Management & Planning
CFP®, Series 63, Series 66
Cody, WY
Copperline Wealth Management & Planning
Series 66
Cody, WY
O'Donnell Wealth Management
Series 63, Series 66
Cody, WY
O'Donnell Wealth Management
Series 66
Cody, WY
O'Donnell Wealth Management
Series 66
Cody, WY
O'Donnell Wealth Management
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