Unclaimed Profile

Brent Stanley Pine

INTEGRATED WEALTH MANAGEMENT, LLC·SCOTTSDALE, Arizona

SIE, Series 6, Series 7, Series 22, Series 24, Series 63, Series 65CFP24 years registeredINTEGRATED WEALTH MANAGEMENT, LLC

4800 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ 85251CRD# 1618007Firm CRD# 114923

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brent Stanley Pine · SCOTTSDALE, AZ

Registration

CRD #1618007 · INTEGRATED WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CWM, LLC

Oct 2021 – present

INTEGRATED WEALTH MANAGEMENT, LLC

Sep 2001 – Jan 2022

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · September 26, 2001

Years registered · 24

Professional designation · CFP

Disclosure History

2025Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INTEGRATED WEALTH MANAGEMENT, LLC

CRD 114923 · SEC 801-60524

AUM

$274M

Regulatory assets under management

Employees

878 client accounts

Services offered by INTEGRATED WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTEGRATED WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brent Stanley Pine offer?

Brent Stanley Pine specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Brent Stanley Pine's credentials?

Brent Stanley Pine holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brent Stanley Pine located?

Brent Stanley Pine is based in SCOTTSDALE, Arizona, working with INTEGRATED WEALTH MANAGEMENT, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Brent Stanley Pine charge for services?

Brent Stanley Pine's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTEGRATED WEALTH MANAGEMENT, LLC?

INTEGRATED WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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