INTEGRATED WEALTH ADVISORY SERVICES, INC.

OVERLAND PARK, Kansas·4 registered advisors·CRD# 115821
SEC# 801-763450913-491-4908
01

Firm Overview

AUM
$379M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE FEE BASED ON ASSETS MANAGED BY A TPMM
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INTEGRATED WEALTH ADVISORY SERVICES, INC.

4 registered advisors
Bill Lee Day
OVERLAND PARK, Kansas
Craig Lee Splan
OVERLAND PARK, Kansas
John Vernon Lindsey
OVERLAND PARK, Kansas
Tray A Wiltse
OVERLAND PARK, Kansas
05

Office Locations

OVERLAND PARK, Kansas
4 advisors

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Data sourced from SEC Form ADV filings. INTEGRATED WEALTH ADVISORY SERVICES, INC. (CRD# 115821) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.