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Heidi Marie Patterson

Integrated Wealth Concepts LLC

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About Heidi Marie Patterson

Heidi Marie Patterson is a financial advisor with Integrated Wealth Concepts LLC. Heidi has been in the industry since May 2004 and has been registered in 12 states. Heidi holds a Series 7, Series 66, and SIE licenses. Heidi specializes in financial planning, investment management for individuals, pension consulting, and selection of other advisors.

Firm Information

Heidi Patterson 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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Heidi Patterson’s Registration & Firm History

VA

10/28/2016 - Present

Integrated Wealth Concepts LLC (Vienna VA)

VA

01/15/2016 - 11/15/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (Vienna VA)

MD

05/10/2004 - 02/04/2016

AMERIPRISE FINANCIAL SERVICES, INC. (BETHESDA MD)

MN

05/10/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/26/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heidi Marie Patterson.
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