Integrated Financial Planning Services
Legal Name: INTEGRATED FINANCIAL PLANNING SERVICES
Full Contact Details
Integrated Financial Planning Services
KARLSTR. 20, HEIDELBERG,
443-450-4543
443-276-2531
Other Info
Integrated Financial Planning Services, legally known as INTEGRATED FINANCIAL PLANNING SERVICES, is a Nevada-based corporation with 45 employees. Although the number of clients served by the firm is unknown, its SEC status is listed as approved, with a registration date of August 23, 2013.
Home
REP-LOGIN Homeabout usOverviewHistoryOur TeamProducts & ServicesIntegrated BenefitsContact Infohelpful infoCustomer Relationship Summary (Form CRS)Privacy PolicyGuide to InvestingBusiness Continuity PlancareersOpportunitiesBecome a CFP Global ExperienceIntegrated Financial Planning Services was foun…
Direct Owners
-
BARRY ERNEST SWANSON
PRESIDENT owns 75% or more
-
BARRY ERNEST SWANSON
CHIEF COMPLIANCE OFFICER owns 75% or more
-
KATHY POIST CUOMO
FINANCIAL & OPERATIONS PRINCIPAL owns less than 5%
Firms Located Nearby
- AG Global Advisors LLC
- Sterling Wealth Management LLC
- Unitas Capital III Ltd
- Agustoni Emanuele Guiseppe
- Longview Partners Guernsey Limited
- Scotia Institutional Asset Management US Ltd
- Carma Advisory Societa DI Consulenza Finanziaria SRL
- Standard Advisory Services Limited
- Gottex Fund Management SARL
- APS Asset Management PTE Ltd