Integrated Financial Planning

Finance · Iowa, United States · 1-10 Employees

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Overview

Headquarters

954 N Main Ave, Sioux Center, Iowa, 5125...

Phone Number

(712) 441-2292

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Integrated Financial Planning

Integrated Financial Planning, led by CERTIFIED FINANCIAL PLANNER Paul Hoogendoorn, focuses on providing personalized financial advice that prioritizes clients' needs and goals over sales. The firm offers a range of services, including financial planning and investment guidance, leveraging the advantages of LPL Financial for independent advice. Their WealthVision platform consolidates clients' financial information into one secure location, simplifying personal financial management. The intended clients are individuals seeking comprehensive financial planning and investment strategies tailored to their unique situations.Explore more
Integrated Financial Planning's Social MediaPopular SearchesIntegrated Financial PlanningIntegrated Financial Planning IncIntegrated Financial Planning ServicesIntegratedFinancialPlanning/ MondayBroadridge Financial Solutions IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated Financial Plan...

<$5M
1-10
Private
-
1985
N/A
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
2010
KH
Kena HansonOffice Manager
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2010
JM
Julian MorrisPrincipal and Founder - Concierge Wealth Management
<$5M
1-10
Private
-
1983
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Integrated Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Integrated Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Integrated Financial Planning.

Integrated Financial Planning Tech Stack

A closer look at the technologies used by Integrated Financial Planning

Top Finance Companies

Frequently Asked Questions Regarding Integrated Financial Planning

What is Integrated Financial Planning's official website?
Integrated Financial Planning's official website is www.getintegratedfinancial.com
What is Integrated Financial Planning's Revenue?
Integrated Financial Planning's revenue is <$5 Million
What is Integrated Financial Planning's SIC code?
Integrated Financial Planning's SIC: 62,628
What is Integrated Financial Planning's NAICS code?
Integrated Financial Planning's NAICS: 52,523
How many employees does Integrated Financial Planning have?
Integrated Financial Planning has 1-10 employees
What industry does Integrated Financial Planning belong to?
Integrated Financial Planning is in the industry of: Finance, Securities Trading
What is Integrated Financial Planning competition?
Integrated Financial Planning top competitors include: Bayntree Wealth Advisors, Copper Canyon Wealth Management, Waterstone Private Wealth Management, Concierge Wealth Management
What technology does Integrated Financial Planning use?
Some of the popular technologies that Integrated Financial Planning uses are: Cloudflare Website Optimization, YouTube, Google Tag Manager, Font Awesome
How do I contact Integrated Financial Planning?
Integrated Financial Planning contact info: Phone number: (712) 441-2292 Website: www.getintegratedfinancial.com
What does Integrated Financial Planning do?

Integrated Financial Planning, led by CERTIFIED FINANCIAL PLANNER Paul Hoogendoorn, focuses on providing personalized financial advice that prioritizes clients' needs and goals over sales. The firm offers a range of services, including financial planning and investment guidance, leveraging the advantages of LPL Financial for independent advice. The... ir WealthVision platform consolidates clients' financial information into one secure location, simplifying personal financial management. The intended clients are individuals seeking comprehensive financial planning and investment strategies tailored to their unique situations.Read More

What are Integrated Financial Planning social media links?
Integrated Financial Planning Facebook page
Is Integrated Financial Planning a public company?
Integrated Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Integrated Financial Planning

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