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INTEGRATED FINANCIAL PLANNING SOLUTIONS, LLC
CRD 153824
203 SOUTH MAIN STREET, SUITE 2A, GOSHEN, IN, 46526, United States
Phone
574-334-9499
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 164 broker-dealer reps
Clients
101-250
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-12
Disciplinary history
No
Services
Financial planningEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | — |
| High net worth individuals | 109 | — |
| Pension/profit sharing plans | 14 | — |
All web addresses on file
Official SEC filing: View on IAPD