Integrated Wealth Strategies, LLC

Integrated Wealth Strategies, LLC (CRD# 155254) is a financial advisory firm headquartered in Austin, TX. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

TX

Financial Advisors at Integrated Wealth Strategies, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Daniel C. Caswell
CRD#: 4541666
1717 West Sixth Street, Suite 108, Austin, TX 78703
93
Wealthminder
score

Daniel Caswell (CRD# 4541666) is an Investment Advisor Representative working at Integrated Wealth Strategies, LLC in Austin, TX and has over 15 years of experience in the finance industry.

2
Kenneth D. Jacobson
CRD#: 5833128
1717 West Sixth Street, Suite 108, Austin, TX 78703
93
Wealthminder
score

Kenneth Jacobson (CRD# 5833128) is an Investment Advisor Representative working at Integrated Wealth Strategies, LLC in Austin, TX and has over 6 years of experience in the finance industry.

3
Richard A. Lewins
CRD#: 722742
7920 Belt Line Road, Suite 650, Dallas, TX 75254
93
Wealthminder
score

Richard Lewins (CRD# 722742) is an Investment Advisor Representative working at Integrated Wealth Strategies, LLC in Dallas, TX and has over 36 years of experience in the finance industry.

4
Anita L. Wiggins
CRD#: 1435530
1717 West Sixth Street, Suite 108, Austin, TX 78703
93
Wealthminder
score

Anita Wiggins (CRD# 1435530) is an Investment Advisor Representative working at Integrated Wealth Strategies, LLC in Austin, TX and has over 9 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.