TB
Tejas K. Bartakke
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CRD#: 6340283
TB
Tejas Kiel Bartakke
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Tejas Kiel Bartakke, who also goes by Tj Bartakke, was a registered financial professional .
Tejas is a previously registered financial professional and started their career in finance in 2014. Tejas had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Aliases
Tj Bartakke
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.
1. 1/4/2021 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 1/4/2021 - 20 Hours Per Month/5 Hours During Securities Trading - Time Spent 10%. 2. 1/4/2021 - Virginia Beach City Public Schools - Not Investment Related - 2425 Shorehaven Dr., Virginia Beach, VA 23454 - Outside/W-2 Employment - Asst. Varsity Baseball Coach - Started 09/01/2014 - 20 Hours Per Month/5 Hours During Securities Trading - Time Spent 10%. 3. 1/4/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 1/4/2021- 10 Hours Per Month/5 Hours During Securities Trading - Time Spent 10% - Fixed annuities, fixed life, LTC. 4. 1/6/2021 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 1/4/2021 - 80 Hours Per Month/20 Hours During Securities Trading - Time Spent 50%. 5. 1/6/2021 - Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 1/4/2021 - 100 Hours Per Month/30 Hours During Securities Trading - Time Spent 80% - I provide investment advisory services through Integrated Wealth Concepts LLC, an independent investment advisor firm. I started this business activity in 01/2021. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 5/3/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 7. 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
January 4, 2021 - August 26, 2026
INTEGRATED WEALTH CONCEPTS LLC
RIA
CRD#: 284656
CHESAPEAKE, VA
Past
January 4, 2021 - September 8, 2026
LPL FINANCIAL LLC
BD
CRD#: 6413
CHESAPEAKE, VA
Past
February 3, 2016 - January 7, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
NORFOLK, VA
Past
February 3, 2016 - January 7, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NORFOLK, VA
Past
May 7, 2015 - January 25, 2016
WADDELL & REED
RIA
CRD#: 866
VIRGINIA BEACH, VA
Past
October 9, 2014 - January 25, 2016
WADDELL & REED
BD
CRD#: 866
VIRGINIA BEACH, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
INTEGRATED WEALTH CONCEPTS LLC
ABSAROKA WEALTH MANAGEMENT | WRIGHT FORD YOUNG & CO WEALTH MANAGEMENT | WINDES WEALTH MANAGEMENT | WFY WEALTH MANAGEMENT | WELBORN FINANCIAL | WEISSMAN ADVISORY GROUP | WEALTHCARE MANAGEMENT SERVICES, LLC | WEALTHBRIDGE ADVISORS | WEALTH PRESERVATION LLC | WEALTH MANAGEMENT OF WILLIAMSBURG | WAGNER RESOURCE GROUP | VISION PRIVATE WEALTH | VANTEDGE WEALTH MANAGEMENT | VANTEDGE CAPITAL MANAGEMENT | VANTAGE WEALTH MANAGEMENT | TRAILHEAD FINANCIAL, LLC | TRAILHEAD FINANCIAL | TOTEMIC WEALTH & PLANNING | TOTAL FINANCIAL PICTURE? WEALTH STRATEGIES | TILL ADVISORY AND CAPITAL MANAGEMENT LLC | THREE CORDS WEALTH MANAGEMENT | THOMPSON WEALTH MANAGEMENT | THE VEDDER GROUP, LLC | THE SALKINS GROUP | THE RESERVE INVESTMENTS | THE MURTAGH GROUP | TDA WEALTH MANAGEMENT | TCG FINANCIAL | TAYLOR & COMPANY WEALTH MANAGEMENT | TATRA WEALTH MANAGEMENT | TANKEL ROSENBERG WEALTH MANAGEMENT | SWICK WEALTH MANAGEMENT | SULLIVAN FINANCIAL SERVICES | STRONG VALLEY WEALTH & PENSION | STERLING GLOBAL STRATEGIES | SKYCITY ADVISORS | SKYCITY | SJF INVESTMENT MANAGEMENT | SIGIL FAMILY OFFICE | SEVEN HILLS WEALTH PLANNING | ROBERTS FINANCIAL SERVICES | RHYTHM FINANCIAL GROUP | RETIREMENTDNA | RETIREMENT DNA | RDNA WEALTH | RDNA | QUESTMONT VIRTUAL FAMILY OFFICE | PROUT FINANCIAL DESIGN | PROACTIVE RETIREMENT SOLUTIONS | PRISM FINANCIAL STRATEGIES LLC | PRECISION FINANCIAL STRATEGIES | PLEASANT STREET WEALTH ADVISORS | PISCES WEALTH | PHRONESIS WEALTH MANAGEMENT | PHOENIX WEALTH STRATEGIES | PERENNIAL WEALTH PARTNERS | PEARSON WEALTH MANAGEMENT | PEARSON ADVISORY SERVICES | PATHWISE FINANCIAL GROUP | OVISTO WEALTH MANAGEMENT | ONPOINT WEALTH | ONE VISION RETIREMENT | OLYMPIC FAMILY OFFICE | NOLD BYRANT PLANNING & INVESTMENTS | MORRISON NORDMANN WEALTH MANAGEMENT | MOHR FINANCIAL GROUP | MFG WEALTH STRATEGIES | MARTHA PAYNE, FINANCIAL PLANNER | MARKET SQUARE ADVISORS | MARKET PULSE WEALTH MANAGEMENT | MALLAMACCI & PERRY WEALTH MANAGEMENT | M3 WEALTH ADVISORS | M DONOVAN FINANCIAL | LAUREL WEALTH MANAGEMENT | LAUREL WEALTH ADVISORS | LAKE AVENUE FINANCIAL, LLC | KSDT WEALTH MANAGEMENT, LLC | KONVEX WEALTH | KONVERGENT WEALTH PARTNERS | KONVERGENT | JUNCTURE WEALTH STRATEGIES | JMB FINANCIAL SERVICES GROUP, LLC | JACKEY ROBINSON GROUP | IVERNIA CAPITAL | INVESTOR GROUP HI | INVESTED CONSULTING | INTEGRATED WEALTH PLANNING | INTEGRATED WEALTH CONCEPTS LLC | INTEGRATED PRIVATE WEALTH | INTEGRATED PENSION SERVICES | INTEGRATED PENSION ADVISORY, LLC | INTEGRATED PARTNERS | INTEGRATED FINANCIAL PARTNERS | INTEGRATED FINANCIAL INSURANCE SOLUTIONS | INTEGRATED FAMILY OFFICE | INTEGRATED CPA ALLIANCE | INTEGRATED BUSINESS OWNERS SOLUTION | INTEGRATED BUSINESS ALLIANCE | IFP ADVISORY SERVICES | HRT WEALTH ADVISORS | HORVATH PLANNING & WEALTH MANAGEMENT | HORVATH INSURANCE PLANNING SERVICES | HILLSIDE WEALTH | HEYER WEALTH MANAGEMENT | HERMES WEALTH STRATEGIES | HECHTMAN GROUP WEALTH MANAGEMENT | HAUG WEALTH MANAGEMENT | HARBOR STRATEGIES GROUP | GUINAN WEALTH MANAGEMENT | GUARNIERI WEALTH MANAGEMENT | GRAYT EXPECTATIONS FINANCIAL PLANNING | GOTTLIEB WEALTH MANAGEMENT | GORMAN CAPITAL STRATEGIES | GLIDE PATH FINANCIAL OF NJ, LLC | GENERATION CAPITAL ADVISORS | GC WEALTH ADVISORS | FRONT RANGE WEALTH MANAGEMENT | FRANKLIN FINANCIAL PARTNERS, LLC | FOUR C FINANCIAL | FORTITUDE WEALTH ADVISORY | FLASH TAX | FINANCIAL STRATEGIES GROUP | FERNANDES & CHAREST WEALTH MANAGEMENT | FARMER FINANCIAL | FAIR STREET ADVISORS | ELLIS WEALTH MANAGEMENT | DK WEALTH MANAGEMENT LLC | DK WEALTH MANAGEMENT | DK FAMILY OFFICE | D'AMBROSIO FINANCIAL ADVISORY, LLC | CROWN BAY WEALTH | CREIDIM WEALTH PARTNERS | COREY WEALTH PARTNERS | CONCERT RETIREMENT PLAN CONSULTING | COFI ADVISORS, LLC | COBURN FINANCIAL | CITY SQUARE WEALTH MANAGEMENT | CAPITAL STEWARDSHIP GROUP | BXB | BUSINESS OWNER SOLUTIONS | BURKE & ASSOCIATES FINANCIAL SERVICES | BRICK BY BRICK WEALTH ADVISORS | BLUE DIAMOND ADVISORS | BA FINANCIAL | AVANT WEALTH ADVISORS | ASSET CLASS MANAGEMENT INC | ARROYO WEALTH MANAGEMENT | ALKON FINANCIAL SERVICES | ALDRICH WEALTH MANAGEMENT | ALBRITTON FINANCIAL SERVICES | ACMI | ACACIA FINANCIAL STRATEGIES...
CRD#: 284656 / SEC#: 801-108179
RIA
Registered Investment Advisory firm - (7/25/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
PR
Series 6
Passed: 10/9/2014
Investment Company Products/Variable Contracts Representative Examination
Current Firm
INTEGRATED WEALTH CONCEPTS LLC
ABSAROKA WEALTH MANAGEMENT | WRIGHT FORD YOUNG & CO WEALTH MANAGEMENT | WINDES WEALTH MANAGEMENT | WFY WEALTH MANAGEMENT | WELBORN FINANCIAL | WEISSMAN ADVISORY GROUP | WEALTHCARE MANAGEMENT SERVICES, LLC | WEALTHBRIDGE ADVISORS | WEALTH PRESERVATION LLC | WEALTH MANAGEMENT OF WILLIAMSBURG | WAGNER RESOURCE GROUP | VISION PRIVATE WEALTH | VANTEDGE WEALTH MANAGEMENT | VANTEDGE CAPITAL MANAGEMENT | VANTAGE WEALTH MANAGEMENT | TRAILHEAD FINANCIAL, LLC | TRAILHEAD FINANCIAL | TOTEMIC WEALTH & PLANNING | TOTAL FINANCIAL PICTURE? WEALTH STRATEGIES | TILL ADVISORY AND CAPITAL MANAGEMENT LLC | THREE CORDS WEALTH MANAGEMENT | THOMPSON WEALTH MANAGEMENT | THE VEDDER GROUP, LLC | THE SALKINS GROUP | THE RESERVE INVESTMENTS | THE MURTAGH GROUP | TDA WEALTH MANAGEMENT | TCG FINANCIAL | TAYLOR & COMPANY WEALTH MANAGEMENT | TATRA WEALTH MANAGEMENT | TANKEL ROSENBERG WEALTH MANAGEMENT | SWICK WEALTH MANAGEMENT | SULLIVAN FINANCIAL SERVICES | STRONG VALLEY WEALTH & PENSION | STERLING GLOBAL STRATEGIES | SKYCITY ADVISORS | SKYCITY | SJF INVESTMENT MANAGEMENT | SIGIL FAMILY OFFICE | SEVEN HILLS WEALTH PLANNING | ROBERTS FINANCIAL SERVICES | RHYTHM FINANCIAL GROUP | RETIREMENTDNA | RETIREMENT DNA | RDNA WEALTH | RDNA | QUESTMONT VIRTUAL FAMILY OFFICE | PROUT FINANCIAL DESIGN | PROACTIVE RETIREMENT SOLUTIONS | PRISM FINANCIAL STRATEGIES LLC | PRECISION FINANCIAL STRATEGIES | PLEASANT STREET WEALTH ADVISORS | PISCES WEALTH | PHRONESIS WEALTH MANAGEMENT | PHOENIX WEALTH STRATEGIES | PERENNIAL WEALTH PARTNERS | PEARSON WEALTH MANAGEMENT | PEARSON ADVISORY SERVICES | PATHWISE FINANCIAL GROUP | OVISTO WEALTH MANAGEMENT | ONPOINT WEALTH | ONE VISION RETIREMENT | OLYMPIC FAMILY OFFICE | NOLD BYRANT PLANNING & INVESTMENTS | MORRISON NORDMANN WEALTH MANAGEMENT | MOHR FINANCIAL GROUP | MFG WEALTH STRATEGIES | MARTHA PAYNE, FINANCIAL PLANNER | MARKET SQUARE ADVISORS | MARKET PULSE WEALTH MANAGEMENT | MALLAMACCI & PERRY WEALTH MANAGEMENT | M3 WEALTH ADVISORS | M DONOVAN FINANCIAL | LAUREL WEALTH MANAGEMENT | LAUREL WEALTH ADVISORS | LAKE AVENUE FINANCIAL, LLC | KSDT WEALTH MANAGEMENT, LLC | KONVEX WEALTH | KONVERGENT WEALTH PARTNERS | KONVERGENT | JUNCTURE WEALTH STRATEGIES | JMB FINANCIAL SERVICES GROUP, LLC | JACKEY ROBINSON GROUP | IVERNIA CAPITAL | INVESTOR GROUP HI | INVESTED CONSULTING | INTEGRATED WEALTH PLANNING | INTEGRATED WEALTH CONCEPTS LLC | INTEGRATED PRIVATE WEALTH | INTEGRATED PENSION SERVICES | INTEGRATED PENSION ADVISORY, LLC | INTEGRATED PARTNERS | INTEGRATED FINANCIAL PARTNERS | INTEGRATED FINANCIAL INSURANCE SOLUTIONS | INTEGRATED FAMILY OFFICE | INTEGRATED CPA ALLIANCE | INTEGRATED BUSINESS OWNERS SOLUTION | INTEGRATED BUSINESS ALLIANCE | IFP ADVISORY SERVICES | HRT WEALTH ADVISORS | HORVATH PLANNING & WEALTH MANAGEMENT | HORVATH INSURANCE PLANNING SERVICES | HILLSIDE WEALTH | HEYER WEALTH MANAGEMENT | HERMES WEALTH STRATEGIES | HECHTMAN GROUP WEALTH MANAGEMENT | HAUG WEALTH MANAGEMENT | HARBOR STRATEGIES GROUP | GUINAN WEALTH MANAGEMENT | GUARNIERI WEALTH MANAGEMENT | GRAYT EXPECTATIONS FINANCIAL PLANNING | GOTTLIEB WEALTH MANAGEMENT | GORMAN CAPITAL STRATEGIES | GLIDE PATH FINANCIAL OF NJ, LLC | GENERATION CAPITAL ADVISORS | GC WEALTH ADVISORS | FRONT RANGE WEALTH MANAGEMENT | FRANKLIN FINANCIAL PARTNERS, LLC | FOUR C FINANCIAL | FORTITUDE WEALTH ADVISORY | FLASH TAX | FINANCIAL STRATEGIES GROUP | FERNANDES & CHAREST WEALTH MANAGEMENT | FARMER FINANCIAL | FAIR STREET ADVISORS | ELLIS WEALTH MANAGEMENT | DK WEALTH MANAGEMENT LLC | DK WEALTH MANAGEMENT | DK FAMILY OFFICE | D'AMBROSIO FINANCIAL ADVISORY, LLC | CROWN BAY WEALTH | CREIDIM WEALTH PARTNERS | COREY WEALTH PARTNERS | CONCERT RETIREMENT PLAN CONSULTING | COFI ADVISORS, LLC | COBURN FINANCIAL | CITY SQUARE WEALTH MANAGEMENT | CAPITAL STEWARDSHIP GROUP | BXB | BUSINESS OWNER SOLUTIONS | BURKE & ASSOCIATES FINANCIAL SERVICES | BRICK BY BRICK WEALTH ADVISORS | BLUE DIAMOND ADVISORS | BA FINANCIAL | AVANT WEALTH ADVISORS | ASSET CLASS MANAGEMENT INC | ARROYO WEALTH MANAGEMENT | ALKON FINANCIAL SERVICES | ALDRICH WEALTH MANAGEMENT | ALBRITTON FINANCIAL SERVICES | ACMI | ACACIA FINANCIAL STRATEGIES...
CRD#: 284656 / SEC#: 801-108179
RIA
Registered Investment Advisory firm - (7/25/2016 Approved)Loading...
Contact information
Main Address
200 5th Avenue 4th Floor, Waltham, MA 02451
Mailing Address
Phone number
(781) 890-3045
Established
Firm type
Fiscal year end
# of Employees
493
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 65,563 |
| AUM (Assets Under Management) | $ 23,576,950,000 |
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.
