Michael T Goddard
Investment adviser representative at Integrated Wealth Concepts LLC
13 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
13 years in the industry.
- Integrated Wealth Concepts LLCJan 2025 to now
- Triad AdvisorsJan 2019 to Dec 2019
- Onedigital Investment Advisors LLCDec 2018 to Jan 2025
- Independent Financial PartnersJun 2013 to Dec 2018
- LPL Financial LLCJan 2013 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4739858
- Firm CRD
- 284656