Integrated Financial Resources, Inc.

Integrated Financial Resources, Inc. (CRD# 110864) is a financial advisory firm headquartered in Toledo, OH. They manage $12,300,000 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7261 W. Central Avenue, Toledo, OH 43617
https://[email protected]
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $439,286
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Integrated Financial Resources, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Thomas Halsey, financial advisor Toledo OH
Thomas A. Halsey
CRD#: 1026633
7261 West Central Avenue, Toledo, OH 43617

Thomas Halsey (CRD# 1026633) is an Investment Advisor Representative working at Integrated Financial Resources, Inc. in Toledo, OH and has over 37 years of experience in the finance industry.

2
Matthew Navarre, financial advisor Toledo OH
Matthew W. Navarre
CRD#: 5508703
7261 W. Central Avenue, Toledo, OH 43617

Matthew Navarre (CRD# 5508703) is an Investment Advisor Representative working at Integrated Financial Resources, Inc. in Toledo, OH and has over 11 years of experience in the finance industry.

3
John Ross, financial advisor Toledo OH
John T. Ross
CRD#: 1045479
7261 W. Central Avenue, Toledo, OH 43617

John Ross (CRD# 1045479) is an Investment Advisor Representative working at Integrated Financial Resources, Inc. in Toledo, OH and has over 38 years of experience in the finance industry.

4
Robert Thompson, financial advisor Toledo OH
Robert L. Thompson
CRD#: 1349425
7261 W. Central Avenue, Toledo, OH 43617

Robert Thompson (CRD# 1349425) is an Investment Advisor Representative working at Integrated Financial Resources, Inc. in Toledo, OH and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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