Integrated Financial Solutions Company Profile, Contacts & Intelligence

Financial Services12035 University Ave5 employees
1 contact with email or phone data1 with email data1 with phone data
View verified contacts Compare competitors
Employees
5
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 4 visible contacts

Integrated Financial Solutions Overview

With over three decades of experience in the financial services industry, Integrated Financial Solutions can help. Our roots run deep with careers started in the insurance industry and education paths centered in holistic planning and putting the client first in all interactions. A chance to branch out on our own in 2007 was the beginning of Integrated Financial Solutions. Years of serving clients of all ages, with greatly differing situations and goals, enabled us to easily transition to an independent financial planning and investment practice that caters to the needs of individuals, families, and small businesses. An independent practice allows us to create and execute plans without limitations of products and services associated with a controlled supply of proprietary products offered by a corporate office. At Integrated Financial Solutions, you can be assured that our solutions will match your needs and help move you toward the goals that matter most to you! Securities offered through First Heartland ® Capital, Inc. Member FINRA & SIPC. Integrated Financial Solutions is not affiliated with First Heartland ® Capital, Inc. Advisory Services offered through First Heartland ® Consultants, Inc.

Headquarters
12035 University Ave
Website
www.ifsmidwest.com
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Clive

Integrated Financial Solutions Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data and 1 with phone data in the visible sample.

Integrated Financial Solutions People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

A
Alexyss Eley
Assistant Operations Manager
EP
C
Charlie Cross
Finance and Accounting Student
T
Troy Christensen, Cfp
Partner at Integrated Financial
J
Jamie Cross, Cfp
Partner Integrated Financial Solutions

Integrated Financial Solutions Workforce Composition

Seniority breakdown across 4 visible profiles.

Individual contributor
3
Manager
1

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