linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kirk Hogan Baur

Integrated Wealth Concepts LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kirk? Claim Your Profile

About Kirk Hogan Baur

Kirk Hogan Baur is a financial advisor at Integrated Wealth Concepts LLC. Kirk has been in the financial services industry since 1997. Kirk has a Series 6, Series 26, Series 63, and Series 65 license. Kirk is registered with the states of Alaska, Arizona, California, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Virginia, and Washington.

Firm Information

Kirk Baur 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kirk Baur’s Registration & Firm History

NJ

05/01/2019 - Present

Integrated Wealth Concepts LLC (Marlton NJ)

NJ

11/01/2006 - 08/05/2014

FIRST COMMAND FINANCIAL PLANNING, INC. (CHERRY HILL NJ)

NJ

12/18/1997 - 10/10/2006

FIRST COMMAND FINANCIAL PLANNING, INC. (WRIGHTSTOWN NJ)

Not sure if Kirk Hogan Baur is right for you?

Licenses & Designations

IA

Issued 08/01/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/24/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kirk Hogan Baur.
Not sure if Kirk Hogan Baur is right for you?