Integrated Planning & Wealth Management Employee Directory

Integrated Planning & Wealth Management corporate office is located in 11495 Pennsylvania St Ste 120, Carmel, Indiana, 46032, United States and has 1-10 employees.

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Key Employees of Integrated Planning & Wealth Management

KS
Kathleen Skowr...
Wealth Advisor
PhoneEmail
BS
Brody Schoen
Financial Advisor
PhoneEmail
LL
Lexis Linkous
Executive Assistant & To Integrator & Founder & Pr...
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Integrated Planning & Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Integrated Planning & Wealth Management

Hundreds of professionals searching for Integrated Planning & Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

LL
Lexis Linkous
Email Direct
Executive Assistant & To Integrator & Founder & President
United States , Indiana , Carmel

KS
Kathleen Skowronek
Email Direct
Wealth Advisor
United States , Indiana , Carmel

BS
Brody Schoen
Email Direct
Financial Advisor
United States , Indiana , Carmel

Former Employees at Integrated Planning & Wealth Management

Explore people who held key positions, contributed to Integrated Planning & Wealth Management's success, and advanced their careers.

KD
Kent Delph
Manager, Wealth at Deerfield
Worked as Financial Associate & Advisor
at Integrated Planning & Wealth Managem... (2020-2021)
Email Direct
JL
Jamie Lovin
Vice President and Inv... at Advantage Trust
Worked as Financial Planner
at Integrated Planning & Wealth Management
Email Direct

Explore More

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Frequently Asked Questions Regarding Integrated Planning & Wealth Management Employees

How many employees does Integrated Planning & Wealth Management have?

Integrated Planning & Wealth Management has 1-10 employees

Who are Integrated Planning & Wealth Management key employees?

Some of Integrated Planning & Wealth Management key employees are Kathleen Skowronek, Brody Schoen, Lexis Linkous

Where is Integrated Planning & Wealth Management located?

Integrated Planning & Wealth Management’s headquarters are located at 11495 Pennsylvania St Ste 120, Carmel, Indiana, 46032, United States

How do I contact Integrated Planning & Wealth Management?

Integrated Planning & Wealth Management Contact Info: Phone number: (317) 706-4748 Website: www.integratedpwm.com

What does Integrated Planning & Wealth Management do?

Integrated Planning & Wealth Management is a financial planning firm based in Carmel, Indiana, specializing in serving optometric practice owners at various stages of their careers. The company offers a range of services including financial planning, wealth management, and practice transition assistance, tailored specifically to the unique needs of... Read More

Is Integrated Planning & Wealth Management a public company?

Integrated Planning & Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Integrated Planning & Wealth Management Employees