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).

Current Firm Details
4400 W. 109th Street, Suite 250, Overland Park, KS 66211
https://www.integratedwealthkc.com
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 Day, financial advisor Overland Park KS
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 Long, financial advisor Overland Park KS
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 Splan, financial advisor Overland Park KS
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 Wiltse, financial advisor Overland Park KS
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 Hampton, financial advisor Overland Park KS
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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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