AN
CFP
AN
CFP

Austin Nold

15 Years of Experience
St. Joseph, MO
Sells Insurance

Austin Nold is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in St. Joseph, MO, with 15 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
426 advisors
Number of Clients
24,777 clients
Average Client Portfolio
$664K average
Assets Under Management
$16.4B

Fee Structure

Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.

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Location

3101 Frederick Avenue, St. Joseph, MO, 64506

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Austin owns rental property in St. Joseph, MO, dedicating minimal time to it. He also sells fixed annuities, fixed life, and LTC insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Integrated Wealth Concepts LLC
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
May 2012 - April 2022 · 9 yrs 11 mos
Stifel, Nicolaus & Company, IncorporatedBroker
May 2012 - April 2022 · 9 yrs 11 mos
Raymond James Financial Services Advisors, INC
June 2010 - May 2012 · 1 yr 11 mos
Raymond James Financial Services, INC.Broker
June 2010 - May 2012 · 1 yr 11 mos
Edward Jones
August 2008 - October 2008 · 2 mos
Edward JonesBroker
August 2008 - October 2008 · 2 mos
State Registrations2 states
MOTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Austin Nold - Financial Advisor | TrueAdvisor