INTEGRATED FINANCIAL STRATEGIES, LLC of FORT LAUDERDALE, FL is an SEC-registered investment adviser (CRD 165007). Regulatory assets under management: $322.0M.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Kelly Gene Burke | MANAGING MEMBER | — |
| Kathleen Marie Pratt | CHIEF COMPLIANCE OFFICER | — |
| BURKE KELLY GENE | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| PRATT KATHLEEN MARIE | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CONCORD | NC | 2 | 704-857-0181 |
| — | — | 1 | 704-877-1762 |
| CHARLOTTE | NC | 0 | 704-643-5000 |