Cody Bartusiak
Investment adviser representative at Integrated Wealth Concepts LLC
11 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
11 years in the industry.
- Integrated Wealth Concepts, LLCMar 2026 to now
- Ameriprise Financial Services, IncAug 2019 to Mar 2026
- Lynn UniversityAug 2018 to Aug 2019
- Noble Capital MarketsMay 2018 to Aug 2018
- Lynn UniversitySep 2017 to May 2018
- Western Aero Services, Inc.May 2017 to Sep 2017
- Lynn UniversityAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7174107
- Firm CRD
- 284656