INTEGRATED PLANNING STRATEGIES, LLC

INTEGRATED PLANNING STRATEGIES, LLC is an SEC-registered investment adviser (CRD 128804). Regulatory assets under management: $12.5M.

Registration

• CRD: 128804
• Type: Registered investment adviser
• Phone: 405-285-5111
• Latest filing: 2026-03-31
• Regulatory AUM: $12.5M
• Discretionary AUM: $11.3M
• Non-discretionary AUM: $1.2M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128804 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search