Kurt Ellis Helmich
Investment adviser representative at Integrated Wealth Concepts LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Integrated Wealth Concepts LLCJul 2026 to now
- Hightower AdvisorsFeb 2024 to Jul 2026
- Charles Schwab & Co., Inc.Apr 2021 to Feb 2024
- UnemployedJan 2021 to Mar 2021
- Aces (alliance for Cooperative Energy Services)Aug 2020 to Nov 2020
- Amy Cell TalentMay 2020 to Aug 2020
- UnemployedSep 2019 to Apr 2020
- Camis IncMay 2019 to Aug 2019
- Butler UniversityAug 2018 to Dec 2020
- UnemployedAug 2018 to Apr 2019
- Salads UpMar 2015 to Jul 2018
- Washtenaw Technical Middle CollegeAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7363758
- Firm CRD
- 284656