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Joel Allan Bakos

INTEGRATED WEALTH COUNSEL, LLC·RENO, Nevada
Clean recordINTEGRATED WEALTH COUNSEL, LLC
200 S. VIRGINIA STREET, RENO, NV 89501CRD# 2822240Firm CRD# 105538

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joel Allan Bakos · RENO, NV
Registration
CRD #2822240 · INTEGRATED WEALTH COUNSEL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joel Allan Bakos is a registered financial advisor based in RENO, Nevada, affiliated with INTEGRATED WEALTH COUNSEL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
INTEGRATED WEALTH COUNSEL, LLC
INTEGRATED WEALTH COUNSEL, LLC
AUM
$85M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at INTEGRATED WEALTH COUNSEL, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2822240
Firm CRD# 105538
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joel Allan Bakos offer?
Joel Allan Bakos specializes in Investment Management, Fee-Only Advisory. Contact their office in RENO, Nevada for a consultation.
What are Joel Allan Bakos's credentials?
Joel Allan Bakos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Allan Bakos located?
Joel Allan Bakos is based in RENO, Nevada, working with INTEGRATED WEALTH COUNSEL, LLC. Their office serves clients in the RENO metropolitan area and surrounding communities.
How does Joel Allan Bakos charge for services?
Joel Allan Bakos'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 COUNSEL, LLC?
INTEGRATED WEALTH COUNSEL, LLC has approximately 2 employees and manages $85M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INTEGRATED WEALTH COUNSEL, LLC

Todd Christopher Ganos
RENO, NV

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Nevada
LAS VEGAS (195)HENDERSON (31)INCLINE VILLAGE (26)SPARKS (7)CARSON CITY (6)ELKO (3)STATELINE (3)GLENBROOK (2)PAHRUMP (2)MINDEN (2)
City Guides
LAS VEGAS GuideHENDERSON GuideINCLINE VILLAGE GuideSPARKS GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
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