Megan Elizabeth Nielsen
Investment adviser representative at Integrated Wealth Concepts LLC
15 yearsExperience
1 stateRegistered in
$23.6BFirm assets
10 yearsFirm in business
Are you Megan Elizabeth Nielsen? 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
15 years in the industry.
- Integrated Wealth Concepts LLCApr 2026 to now
- Wealthspire Retirement AdvisoryOct 2025 to Apr 2026
- Nfp Retirement, Inc.Sep 2022 to Oct 2025
- Mutual of America Life Insurance CompanyJul 2011 to Sep 2022
- Mutual of America Securities CorporationJul 2011 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5160764
- Firm CRD
- 284656