Unclaimed Profile

Joel Allan Bakos

INTEGRATED WEALTH COUNSEL, LLC·RENO, Nevada

Series 7, Series 63, Series 65Clean record1 years registeredINTEGRATED 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 · 1 years registered

Brand Profile

Not yet started

Career History

BAKOS INVESTMENT MANAGEMENT

Dec 2024 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · December 11, 2024

Years registered · 1

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTEGRATED WEALTH COUNSEL, LLC

CRD 105538 · SEC 801-11975

AUM

$85M

Regulatory assets under management

Employees

168 client accounts

Services offered by INTEGRATED WEALTH COUNSEL, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at INTEGRATED WEALTH COUNSEL, LLC →

Introduction

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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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