RBC Capital Markets
47yrs
Top 1% by experience in Omaha
5yrs
Brad Yoder has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Omaha, Nebraska. After three years at Avantax Advisory Services, Brad joined Integrated Wealth Concepts in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Integrated Wealth Concepts reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office17330 Wright Street Suite 100, Omaha, NE 68130
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$781,916
Advisors at the firm475
States licensed ?1 state
Services through Integrated Wealth Concepts
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2025 – nowIntegrated Wealth Concepts LLCCurrent firm
- 2021 – 2024Avantax Advisory ServicesPreviously
Contact Brad
(781) 890-3045Firm headquarters in Waltham, MA. Ask for Brad. 17330 Wright Street Suite 100Omaha, NE 68130Office · Get directions YouTube channelIntegrated Wealth Concepts
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Questions to ask Brad
Tailored to Brad’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brad
How do I contact Brad?
Call Integrated Wealth Concepts at (781) 890-3045 and ask for Brad Yoder. Brad works from the Omaha, NE office.
How long has Brad been a financial advisor?
Brad has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Brad hold?
Series 65. Tap any license on this page to see what it allows.
Is Brad a fiduciary?
Brad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brad paid?
Integrated Wealth Concepts reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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