Craig SplanCRD Number: 1093707
Current Firm: Integrated Wealth Advisory Services, Inc.
Craig Splan (CRD# 1093707) is an Investment Advisor Representative working at Integrated Wealth Advisory Services, Inc. in Overland Park, KS and has over 34 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Geneos Wealth Management, Inc.||Overland Park, KS||Jan 2010 - Current||8|
|Integrated Wealth Advisory Services, Inc.||Overland Park, KS||Aug 2005 - Current||12|
|Royal Alliance Associates Inc.||Leawood, KS||Nov 1999 - Jan 2010||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1984|
|S66||NASAA Uniform Combined State Law Examination||Dec 1999|
Total Assets Under Management218MILLIONS
Total Number of Accounts1,790ACCOUNTS
Average Account Value$121,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, KS, MO, NE, TX