John. W Exner
Investment adviser representative at Integrated Wealth Concepts LLC
23 yearsExperience
3 statesRegistered in
ChFC®Designation
$23.6BFirm assets
Are you John. W Exner? Claim your profile
Contact this firm
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
23 years in the industry.
- Integrated Wealth Concepts, LLCMay 2019 to now
- Davinci Financial Designs, LLCMay 2017 to May 2019
- LPL Financial, LLCApr 2017 to Dec 2021
- First Command Advisory ServicesDec 2015 to Apr 2017
- First Command Financial Services, Inc.Jun 2004 to Apr 2017
- First Command Financial Planning IncApr 2003 to Apr 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, VA).
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
- 4706319
- Firm CRD
- 284656