Integrity First Planners, Inc.
Integrity First Planners, Inc. (CRD# 167305) is a financial advisory firm headquartered in Beachwood, OH. They manage $12,000,000 in 151 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts151ACCOUNTS
Average Account Value$79,470
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Kenneth Butze (CRD# 2965709) is an Investment Advisor Representative working at Integrity First Planners, Inc. in Beachwood, OH and has over 20 years of experience in the finance industry. Kenneth Butze has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.