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 23 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 32 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 16 years of experience in the finance industry.

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