Integrated Wealth Advisory Services, Inc.

Integrated Wealth Advisory Services, Inc. (CRD# 115821) is a financial advisory firm headquartered in Overland Park, KS. They manage $391,027,801 in 1,744 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    391
    MILLION
  • Total Number of Accounts
    1,744
    ACCOUNTS
  • Average Account Value
    $224,213
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
  • 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.

AZ, CA, CO, FL, KS, LA, MO, NE, TX

Financial Advisors at Integrated Wealth Advisory Services, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Bill L. Day
CRD#: 2301629
4400 W. 109th Street, Suite 250, Overland Park, KS 66211

Bill Day (CRD# 2301629) is an Investment Advisor Representative working at Integrated Wealth Advisory Services, Inc. in Overland Park, KS and has over 28 years of experience in the finance industry.

2
Vincent P. Long
CRD#: 6699696
4400 W. 109th Street, Suite 250, Overland Park, KS 66211

Vincent Long (CRD# 6699696) is an Investment Advisor Representative working at Integrated Wealth Advisory Services, Inc. in Overland Park, KS and has over 3 years of experience in the finance industry.

3
Craig L. Splan
CRD#: 1093707
4400 W. 109th Street, Suite 250, Overland Park, KS 66211

Craig Splan (CRD# 1093707) is an Investment Advisor Representative working at Integrated Wealth Advisory Services, Inc. in Overland Park, KS and has over 38 years of experience in the finance industry.

4
Tray A. Wiltse
CRD#: 4099049
4400 W. 109th Street, Suite 250, Overland Park, KS 66211

Tray Wiltse (CRD# 4099049) is an Investment Advisor Representative working at Integrated Wealth Advisory Services, Inc. in Overland Park, KS and has over 22 years of experience in the finance industry.

5
Katie L. Hampton
CRD#: 6858984
4400 W. 109th Street, Suite 250, Overland Park, KS 66211

Katie Hampton (CRD# 6858984) is an Investment Advisor Representative working at Integrated Wealth Advisory Services, Inc. in Overland Park, KS and has over 2 years of experience in the finance industry.

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