Michael B Welborn
Investment adviser representative at Integrated Wealth Concepts LLC
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$23.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Integrated Wealth Concepts LLCNov 2021 to now
- Northwestern Mutual Wealth Management CompanyFeb 2012 to Nov 2021
- Northwestern Mutual Investment Services, LLCMay 2000 to Nov 2021
- Northwestern Mutual LifeMar 2000 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Integrated Wealth Concepts LLC
$23.6BAssets managed
29,848Clients
482Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4189135
- Firm CRD
- 284656