Integrated Planning & Wealth Management, LLC
Integrated Planning & Wealth Management, LLC (CRD# 286151) is a financial advisory firm headquartered in Carmel, IN. They manage $68,121,260 in 393 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management68MILLION
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Total Number of Accounts393ACCOUNTS
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Average Account Value$173,337
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IL, IN, KS, LA, MN, OH, TX, WI
John Bohnsack (CRD# 5334664) is an Investment Advisor Representative working at Integrated Planning & Wealth Management, LLC in College Station, TX and has over 16 years of experience in the finance industry.
Adam Cmejla (CRD# 5454605) is an Investment Advisor Representative working at Integrated Planning & Wealth Management, LLC in Westfield, IN and has over 16 years of experience in the finance industry.
Kathleen Skowronek (CRD# 7285825) is an Investment Advisor Representative working at Integrated Planning & Wealth Management, LLC in Westfield, IN and has 1 year of experience in the finance industry.