William Behling
Investment adviser representative at Integrated Wealth Concepts LLC
18 yearsExperience
2 statesRegistered in
$23.6BFirm assets
10 yearsFirm in business
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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
18 years in the industry.
- Integrated Wealth Concepts LLCFeb 2022 to now
- LPL FinancialFeb 2022 to now
- Creative Planning, LLCDec 2021 to Feb 2022
- Heritage Way Advisors, LLCFeb 2020 to Dec 2021
- Edward JonesJun 2018 to Jan 2020
- Heritage Way AdvisorsJan 2017 to May 2017
- Full-time StudentDec 2008 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 6942885
- Firm CRD
- 284656