Integrated Financial Planning
Integrated Financial Planning (CRD# 108036) is a financial advisory firm headquartered in Oshtemo, MI. They manage $82,229,543 in 265 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management82MILLION
Total Number of Accounts265ACCOUNTS
Average Account Value$310,300
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Ahmad Issa (CRD# 4363134) is an Investment Advisor Representative working at Integrated Financial Planning in Kalamazoo, MI and has 1 year of experience in the finance industry. Ahmad Issa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.