Integrated Financial Planning Solutions, LLC

Integrated Financial Planning Solutions, LLC (CRD# 153824) is a financial advisory firm headquartered in Goshen, IN. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Integrated Financial Planning Solutions, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Aaron C. Wieand
CRD#: 6405872
203 South Main Street, Suite 2a, Goshen, IN 46526
98
Wealthminder
score

Aaron Wieand (CRD# 6405872) is an Investment Advisor Representative working at Integrated Financial Planning Solutions, LLC in Goshen, IN.

 

Aaron brings over 10 years of professional finance and accounting experience to his role as a fee-only financial advisor. Over the course of his career, Aaron specialized in providing strategic insights tailored to the unique opportunities and goals of the organizations and clients he served. Aaron is a graduate of Goshen College, a Certified Public Accountant (CPA), and a member of the American Institute of Certified Public Accountants (AICPA).

2
John L. Liechty
CRD#: 2413363
203 South Main Street, Suite 2a, Goshen, IN 46526
96
Wealthminder
score

John Liechty (CRD# 2413363) is an Investment Advisor Representative working at Integrated Financial Planning Solutions, LLC in Goshen, IN and has over 22 years of experience in the finance industry.

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