Integrated Wealth Advisory Services, Inc.

Integrated Wealth Advisory Services, Inc. (CRD# 115821) is a financial advisory firm headquartered in Overland Park, KS. They manage $239,726,529 in 1,749 accounts and serve the financial needs of clients across 7 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
    240
    MILLION
  • Total Number of Accounts
    1,749
    ACCOUNTS
  • Average Account Value
    $137,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

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

Financial Advisors at Integrated Wealth Advisory Services, Inc.
Showing 1 - 3 of 3 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
93
Wealthminder
score

Bill Day (CRD# 2301629) is an Investment Advisor Representative working at Integrated Wealth Advisory Services, Inc. in Overland Park, KS and has over 24 years of experience in the finance industry.

2
Tray Wiltse, financial advisor Overland Park KS
Tray A. Wiltse
CRD#: 4099049
4400 W. 109th Street, Suite 250, Overland Park, KS 66211
93
Wealthminder
score

Tray Wiltse (CRD# 4099049) is an Investment Advisor Representative working at Integrated Wealth Advisory Services, Inc. in Overland Park, KS and has over 17 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
83
Wealthminder
score

Craig Splan (CRD# 1093707) is an Investment Advisor Representative working at Integrated Wealth Advisory Services, Inc. in Overland Park, KS 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.

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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