Full text of INTEGRATED FINANCIAL PLANNING SERVICES's X-17A-5 filed 2026-07-13 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ **UNITED STATES SECURITIES AND EXCHANGE COMMISSION W ashington, D.C. 20549 ANNUAL REPORTS FORM X-17A-5 PART** Ill **FACING PAGE** 0MB APPROVAL 0MB Number: 323S-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 SEC FILE NUMBER 8-35-120 Information **Required Pursuant to Rules 17a-5, 17a-12, and lSa-7 under the Securities Exchange Act of 1934** FILING FOR THE PERIOD BEGINNING **O 1 / 01 / 2025** MM/00/YY AND ENDING **12/31 / 2025** MM/00/YY **A. REGISTRANT IDENTIFICATION** NAME oF FIRM: Integrated Financial Planning Services TYPE OF REGISTRANT (check all applicable boxes): [!] Broker-dealer D Security-based swap dealer D Major security-based swap participant D Check here if respondent is also an OTC derivatives dealer ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) Karlstrasse 20 (No. and Street) Heidelberg, Germany (City) (State) 69117 (Zip Code) PERSON TO CONTACT WITH REGARD TO THIS FILING Marcia Huntington-Sell 443-450-4543 Marcia.huntington-sell@ifpsonline.com **(Name) (Area** Code - Telephone Number) (Email Address) **B. ACCOUNTANT IDENTIFICATION** INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing\* Stephen J. Staresinic, CPA (Name - if individual, state last, first, and middle name) Werastrasse 105 Stuttgart, Germany 70190 (Address) (City) (State) (Zip Code) 4/23/2009 3459 (Date of Registration with PCAOB)(if applicable) (PCAOB Registration Number, if applicable) **FOR OFFICIAL USE ONLY** • Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-S(e)(l)(il), if applicable. Persons who are to respond to the collection of information cont ained in this form are not required to respond unless the form displays a currently valid 0 MB control number. {1}------------------------------------------------ #### **OATH OR AFFIRMATION** | | I, Kathy P Cuomo | swear (or affirm) that, to the best of my knowledge and belief, the | | | |----------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------------------------…Read the full text as markdown