Karl Michael Baumann
Investment adviser representative at Integrated Wealth Concepts LLC
38 yearsExperience
1 stateRegistered in
PFSDesignation
$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
38 years in the industry.
- Integrated Wealth Concepts LLCJan 2017 to now
- LPL Financial LLCJan 2017 to now
- Baumann & Company, Inc.May 2003 to now
- Baumann & Baumann CpasFeb 1988 to now
- Lincoln Financial AdvisorsNov 2008 to Jan 2017
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 4567371
- Firm CRD
- 284656