Integrated Wealth Advisory Services

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Integrated Wealth Advisory Services — overview

About

Integrated Wealth Advisory Services is an investment adviser with its principal place of business in Overland Park, Kansas. The business was originally formed as Professional Financial Planning Associates, Inc. in 1984. The corporate name was later changed to Integrated Wealth Advisory Services, Inc. in 2005. It is primarily owned by Craig Splan, President and Chief Compliance Officer; Tray Wiltse, and Bill Day. Integrated Wealth provides investment advisory services, including portfolio design and asset management, to its clients.

Integrated Wealth Advisory Services - known decision makers (3)

Position	Location	Asset Class
President & Wealth Advisor	Overland Park, US	GEN
Principal & Wealth Advisor	Overland Park, US	GEN
Principal & Wealth Advisor	Overland Park, US	GEN

Showing 3 of 3 known decision makers Integrated Wealth Advisory Services

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