Integrated Wealth Advisory Services, Inc.

Integrated Wealth Advisory Services, Inc. (CRD# 115821) is a financial advisory firm headquartered in Overland Park, KS. They manage $217,596,443 in 1,790 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    218
    MILLION
  • Total Number of Accounts
    1,790
    ACCOUNTS
  • Average Account Value
    $121,562
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 L. Day
CRD#: 2301629
4500 College Blvd., Suite 140, 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
Craig L. Splan
CRD#: 1093707
4500 College Blvd, Suite 140, Overland Park, KS 66211
93
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 33 years of experience in the finance industry.

3
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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.