INTEGRATED FINANCIAL STRATEGIES, LLC

INTEGRATED FINANCIAL STRATEGIES, LLC of FORT LAUDERDALE, FL is an SEC-registered investment adviser (CRD 165007).

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

NameRoleLocation
Kelly Gene BurkeMANAGING MEMBER—
Kathleen Marie PrattCHIEF COMPLIANCE OFFICER—
BURKE KELLY GENEMANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER—
PRATT KATHLEEN MARIECHIEF COMPLIANCE OFFICER—

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