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Kyle J Trippel

Integrated Wealth Concepts LLC

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About Kyle J Trippel

Kyle J. Trippel is a financial advisor with Integrated Wealth Concepts LLC, a firm that provides financial planning, pension consulting, and portfolio management services for individuals and businesses. Kyle has been in the financial industry for over 16 years, and holds a Series 7 and Series 66 securities license, along with the SIE exam. Previously, Kyle was with Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. Kyle is also a board member of the Fresno/Madera Youth for Christ and River Park Little League.

Firm Information

Kyle Trippel 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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Kyle Trippel’s Registration & Firm History

CA

02/01/2023 - Present

Integrated Wealth Concepts LLC (MODESTO CA)

CA

06/29/2021 - 05/30/2024

M. S. HOWELLS & CO. (FRESNO CA)

CA

03/31/2009 - 06/14/2021

WELLS FARGO CLEARING SERVICES, LLC (FRESNO CA)

CA

07/31/2007 - 04/20/2009

CITIGROUP GLOBAL MARKETS INC. (FRESNO CA)

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Licenses & Designations

BOTH

Issued 08/14/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle J Trippel.
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