Brad David Yoder
Investment Adviser Representative at Integrated Wealth Concepts LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brad David Yoder is an investment adviser representative with Integrated Wealth Concepts LLC in Omaha, NE, where they have been registered since 2025. They have worked in the securities industry since 2022 and were previously registered with Avantax Advisory Services. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Nebraska.
Registrations & licenses
- Investment adviser:
- Nebraska
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Hayes & Associates, LLCJul 2012 – Jun 2019Omaha, NE
- 1st Global Capital, Corp.Jan 2019 – May 2019Omaha, NE
- 1st Global Advisors, Inc.Jan 2019 – May 2019Omaha, NE
- DeBoer & Associates, PCJul 2019 – no end date reportedOmaha, NE
- Avantax Advisory ServicesSep 2021 – Oct 2024Omaha, NE
- 134 Broadway, LLCAug 2014 – no end date reportedCouncil Bluffs, IA
- Integrated Wealth Concepts LLCJan 2025 – no end date reportedWaltham, MA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Integrated Wealth Concepts LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 465
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Waltham, MA
- SEC file number:
- 801-108179
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 3, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brad David Yoder has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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