Karl Baumann, financial advisor Wellesley MA
93 score

Karl Baumann

CRD Number: 4567371
Current Firm: Integrated Wealth Concepts LLC

Karl Baumann (CRD# 4567371) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Wellesley, MA and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Integrated Wealth Concepts LLC Wellesley, MA Jan 2017 - Current 1
Lpl Financial LLC Waltham, MA Jan 2017 - Current 1
Baumann & Company, Inc. Wellesley, MA May 2003 - Current 14
Baumann & Baumann Cpas Wellesley, MA Feb 1988 - Current 30
Lincoln Financial Advisors Wellesley, MA Nov 2008 - Jan 2017 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Karl M. Baumann
Phone Number: (781) 890-3045
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    550
    MILLIONS
  • Total Number of Accounts
    3,500
    ACCOUNTS
  • Average Account Value
    $157,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, IL, MA, MD, NH, NJ, PA, RI, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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