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BD

Brian L. Durkin

INTEGRATED WEALTH PLANNERS LLC
OAK BROOK, IL 60523
Some features on this profile are disabled
CRD#: 6314786
BD

Professional summary

Brian Lee Durkin JR is a registered financial advisor currently at INTEGRATED WEALTH PLANNERS LLC located in Oak Brook, Illinois.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Brian has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Lee Durkin JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 19, 2020 - Present

INTEGRATED WEALTH PLANNERS LLC

Office #1: Commerce Dr. 700, Oak Brook, IL 60523
RIA
CRD#: 309917
OAK BROOK, IL
Past

October 19, 2020 - December 31, 2023

INTEGRATED WEALTH PLANNERS LLC

RIA
CRD#: 309917
NAPERVILLE, IL
Past

May 27, 2015 - March 10, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Rosemont, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(10/19/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/20/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/29/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/27/2015
Investment Company Products/Variable Contracts Representative Examination

Current Firm

IW
INTEGRATED WEALTH PLANNERS LLC
INTEGRATED WEALTH PLANNERS LLC | INTEGRATED WEALTH PLANNERS, LLC

CRD#: 309917 / SEC#:

Illinois
Registered Investment Advisory firm - (10/19/2020 Approved)
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Contact information

Main Address
Commerce Dr. 700, Oak Brook, IL 60523
Mailing Address
Phone number
(815) 556-9587
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts35
AUM (Assets Under Management)$ 1,330,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INTEGRATED WEALTH PLANNERS LLC

CRD#: 309917Oak Brook, IL 60523

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