Integrated Financial Resources, Inc.

Integrated Financial Resources, Inc. (CRD# 110864) is a financial advisory firm headquartered in Toledo, OH. They manage $19,700,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $394,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

OH

Financial Advisors at Integrated Financial Resources, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
John T. Ross
CRD#: 1045479
7261 W. Central Avenue, Toledo, OH 43617
96
Wealthminder
score

John Ross (CRD# 1045479) is an Investment Advisor Representative working at Integrated Financial Resources, Inc. in Toledo, OH and has over 30 years of experience in the finance industry. John Ross 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.

2
Thomas A. Halsey
CRD#: 1026633
7261 West Central Avenue, Toledo, OH 43617
93
Wealthminder
score

Thomas Halsey (CRD# 1026633) is an Investment Advisor Representative working at Integrated Financial Resources, Inc. in Toledo, OH and has over 30 years of experience in the finance industry.

3
Robert L. Thompson
CRD#: 1349425
7261 W. Central Avenue, Toledo, OH 43617
81
Wealthminder
score

Robert Thompson (CRD# 1349425) is an Investment Advisor Representative working at Integrated Financial Resources, Inc. in Toledo, OH and has over 26 years of experience in the finance industry.

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