Craig
Splan
Integrated Wealth Advisory Services, Inc
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About this Advisor
Craig Splan is a certified financial planner who works out of Leawood, Kansas who has 24 years of relevant experience. Splan works at Integrated Wealth Advisory Services, Inc. Splan has gained experience at C & J Heritage Acres, LLC, Cwm, LLC Dba Carson Wealth, Cwm, LLC Dba Carson Group Holdings, Cwm, Dba Carson Partners - Crd # 155344, Cetera Advisor Networks LLC, Geneos Wealth Management, Inc and Integrated Wealth Advisory Services, Inc. Splan holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to serve investors in Kansas and Texas. Integrated Wealth Advisory Services, Inc is a registered investment company that has its headquarters in Leawood, KS. It has $379 million in assets among its 1,774 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm provides services to eight charitable organizations. Of its 1,774 customer accounts, 34% belong to high-net-worth individuals who have greater than $1 million in investable assets. Integrated Wealth Advisory Services, Inc performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on the type of financial services provided. Fee types charged by Integrated Wealth Advisory Services, Inc likely consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Wealth Advisory Services, Inc Brokerage Details
$378,715,046
7
1,774
$213,481
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Craig Splan Work History
Craig has been registered as a financial advisor for 24 years.*
Cwm, LLC Dba Carson Wealth
Cwm, LLC Dba Carson Group Holdings
Cwm, Dba Carson Partners - Crd # 155344
Cetera Advisor Networks LLC
C & J Heritage Acres, LLC
Integrated Wealth Advisory Services, Inc
Geneos Wealth Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Splan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Integrated Wealth Advisory Services, Inc
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
