Integrated Wealth Solutions

Finance · Kansas, United States · 1-10 Employees

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Overview

Headquarters

10975 Benson Dr Ste 300, Overland Park, ...

Phone Number

(913) 948-7390

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Integrated Wealth Solutions

Integrated Wealth Solutions is a full-service financial firm that specializes in wealth management, fee-based financial planning, and 401(k) services. The company focuses on providing personalized financial strategies to high net worth clients, including business owners, executives, and professionals. With a commitment to building long-term relationships, they offer customized solutions tailored to individual client goals and circumstances. Their services include equity compensation planning, charitable gift planning, social security analysis, and estate planning, ensuring clients receive comprehensive support in managing their financial health.Explore more
Popular SearchesIntegrated Wealth SolutionsIntegrated Wealth Solutions IncSIC Code 62,628NAICS Code 52,523Show more

Integrated Wealth Solutions Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Integrated Wealth Solutio...

<$5M
1-10
Private
-
2012
SS
Sean ScottChief Operating Officer
$7.6M
11-50
Private
-
1962
AG
Anita GordonDistrict Manager
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesCertified Financial Planner
<$5M
1-10
Private
-
2014
JM
Jay MacklerManaging Director, Dwa Financial & Rjfs Advisor
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Client Relationship & Operations
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Integrated Wealth Solutions Tech Stack

A closer look at the technologies used by Integrated Wealth Solutions

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Frequently Asked Questions Regarding Integrated Wealth Solutions

What is Integrated Wealth Solutions's official website?
Integrated Wealth Solutions's official website is www.iwskc.com
What is Integrated Wealth Solutions's Revenue?
Integrated Wealth Solutions's revenue is <$5 Million
What is Integrated Wealth Solutions's SIC code?
Integrated Wealth Solutions's SIC: 62,628
What is Integrated Wealth Solutions's NAICS code?
Integrated Wealth Solutions's NAICS: 52,523
How many employees does Integrated Wealth Solutions have?
Integrated Wealth Solutions has 1-10 employees
What industry does Integrated Wealth Solutions belong to?
Integrated Wealth Solutions is in the industry of: Finance, Securities Trading
What is Integrated Wealth Solutions competition?
Integrated Wealth Solutions top competitors include: Reynolds Wealth Management, Eppolito Financial Strategies, Bollin Wealth Management, Focus Financial Network
What technology does Integrated Wealth Solutions use?
Some of the popular technologies that Integrated Wealth Solutions uses are: Strikingly, Embedly, Proofpoint, Google Font API
How do I contact Integrated Wealth Solutions?
Integrated Wealth Solutions contact info: Phone number: (913) 948-7390 Website: www.iwskc.com
What does Integrated Wealth Solutions do?

Integrated Wealth Solutions is a full-service financial firm that specializes in wealth management, fee-based financial planning, and 401(k) services. The company focuses on providing personalized financial strategies to high net worth clients, including business owners, executives, and professionals. With a commitment to building long-term relatio... nships, they offer customized solutions tailored to individual client goals and circumstances. Their services include equity compensation planning, charitable gift planning, social security analysis, and estate planning, ensuring clients receive comprehensive support in managing their financial health.Read More

Is Integrated Wealth Solutions a public company?
Integrated Wealth Solutions is private company therefore does not currently have an official ticker symbol
See more information about Integrated Wealth Solutions

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