Integrated Wealth Management
Finance · Kansas, United States · 11-50 Employees
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Overview
Headquarters
5025 E Kellogg Dr Ste 140, Wichita, Kans...Phone Number
(316) 727-6874Website
www.iwmpro.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
1
1
About Integrated Wealth Management
Integrated Wealth Management is a financial services firm headquartered in Wichita, Kansas. The company provides a combination of investment and insurance services, including 401k management, retirement investing for IRAs, general investing, and college savings planning. Its insurance offerings cover life, Medicare, long-term care, and auto and home insurance. Additionally, the firm offers financial coaching to assist clients with debt reduction and general financial guidance. Serving individuals in Kansas and Texas, the company delivers its services through customized financial plans and professional portfolio management.Explore more
Integrated Wealth Management Org Chart
DR
Owner and Financial Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
Integrated Wealth Managem...
<$5M
11-50
Private
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JT
Jack TaylorRegistered Administrative Representative
Company Profile Activity
Activity Insights
Integrated Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Integrated Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Integrated Wealth Management.
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Integrated Wealth Management is a financial services firm headquartered in Wichita, Kansas. The company provides a combination of investment and insurance services, including 401k management, retirement investing for IRAs, general investing, and college savings planning. Its insurance offerings cover life, Medicare, long-term care, and auto and hom... Read More
