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).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $173,337
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, IN, KS, LA, MN, OH, TX, WI

Financial Advisors at Integrated Planning & Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
John R. Bohnsack
CRD#: 5334664
College Station, TX

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.

2
Adam F. Cmejla
CRD#: 5454605
Westfield, IN

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.

3
Kathleen Skowronek
CRD#: 7285825
Westfield, IN

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.

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