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Austin Lancer Nold

Integrated Wealth Concepts LLC

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About Austin Lancer Nold

Austin Lancer Nold is a financial advisor with Integrated Wealth Concepts LLC located in St. Joseph, Missouri. Austin Nold is also registered with the state of Texas. Austin Nold has been in the financial industry since 2008 and is a Certified Financial Planner. Prior to joining Integrated Wealth Concepts LLC, Austin Nold worked at Stifel, Nicolaus & Company, Incorporated, Raymond James Financial Services, Inc., and Edward Jones. Austin Nold provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Austin Nold is a Registered Representative and Investment Advisor Representative.

Firm Information

Austin Nold is currently registered with Integrated Wealth Concepts LLC. Integrated Wealth Concepts LLC is an investment advisory firm based in Waltham, Massachusetts. With over 190 licensed agents and 423 individuals working in investment advisory functions, they manage over $13.5 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, portfolio management, and pension consulting.
Integrated Wealth Concepts LLC

200 5TH AVENUE

WALTHAM, MA 02451

$13.50B

Assets Under Management

6

Total Clients

333

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Austin Nold’s Registration & Firm History

MO

04/19/2022 - Present

Integrated Wealth Concepts LLC (ST. JOSEPH MO)

MO

05/09/2012 - 04/27/2022

STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAINT JOSEPH MO)

MO

06/15/2010 - 05/11/2012

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. JOSEPH MO)

MO

08/15/2008 - 10/29/2008

EDWARD JONES (ST JOSEPH MO)

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Licenses & Designations

BOTH

Issued 08/28/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin Lancer Nold.
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