INTEGRATED WEALTH ADVISORY SERVICES, INC.
CRD #115821 SEC #801-76345 OVERLAND PARK, KS 913-491-4908
SEC Registered Disclosures
Total AUM
$378.7M
Discretionary
$378.7M
Employees
7
Clients
0
Accounts
1,774
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 23, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAY, BILL, LEE | I | SHAREHOLDER | NA | |
| LINDSEY, JOHN, VERNON | I | CHIEF COMPLIANCE OFFICER | NA | |
| LINDSEY, JOHN, VERNON | I | CHIEF COMPLIANCE OFFICER | NA | |
| LINDSEY, JOHN, VERNON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINDSEY, JOHN, VERNON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINDSEY, JOHN, VERNON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINDSEY, JOHN, VERNON | I | CHAIRMAN AND CHIEF COMPLIANCE OFFICER | E | Control |
| LINDSEY, JOHN, VERNON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LINDSEY, JOHN, VERNON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LINDSEY, JOHN, VERNON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAY, BILL, LEE | I | SHAREHOLDER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER, ASSISTANT COMPLIANCE OFFICER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER, ASSISTANT COMPLIANCE OFFICER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER, ASSISTANT COMPLIANCE OFFICER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER, ASSISTANT COMPLIANCE OFFICER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER, ASSISTANT COMPLIANCE OFFICER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER, ASSISTANT COMPLIANCE OFFICER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER, ASSISTANT COMPLIANCE OFFICER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER, ASSISTANT COMPLIANCE OFFICER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER, ASSISTANT COMPLIANCE OFFICER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER, ASSISTANT COMPLIANCE OFFICER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER | C | Control |
| DAY, BILL, LEE | I | SHAREHOLDER | C | Control |
| SPLAN, CRAIG, LEE | I | PRESIDENT AND ASSISTANT COMPLIANCE OFFICER | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | PRESIDENT AND ASSISTANT COMPLIANCE OFFICER | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| SPLAN, CRAIG, LEE | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER/ASSISTANT COMPLIANCE OFFICER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER/ASSISTANT COMPLIANCE OFFICER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER/ASSISTANT COMPLIANCE OFFICER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER/ASSISTANT COMPLIANCE OFFICER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER/ASSISTANT COMPLIANCE OFFICER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER/ASSISTANT COMPLIANCE OFFICER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER/ASSISTANT COMPLIANCE OFFICER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER/ASSISTANT COMPLIANCE OFFICER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER/ASSISTANT COMPLIANCE OFFICER | C | Control |
| WILTSE, TRAY, A | I | SHAREHOLDER/ASSISTANT COMPLIANCE OFFICER | C | Control |
| SPLAN, CRAIG, LEE | I | SHAREHOLDER | B | |
| SPLAN, CRAIG, LEE | I | SHAREHOLDER | B | |
| SPLAN, CRAIG, LEE | I | SHAREHOLDER | B | |
| SPLAN, CRAIG, LEE | I | PRESIDENT AND ASSISTANT COMPLIANCE OFFICER | B | |
| SPLAN, CRAIG, LEE | I | PARTNER | B | |
| SPLAN, CRAIG, LEE | I | PARTNER | B | |
| SPLAN, CRAIG, LEE | I | SHAREHOLDER | B | |
| WILTSE, TRAY | I | PARTNER | A | |
| WILTSE, TRAY | I | PARTNER | A | |
| WILTSE, TRAY, A | I | SHAREHOLDER | A | |
| WILTSE, TRAY, A | I | SHAREHOLDER | A | |
| WILTSE, TRAY, A | I | SHAREHOLDER | A | |
| WILTSE, TRAY, A | I | SHAREHOLDER | A | |
| WILTSE, TRAY, A | I | SHAREHOLDER | A |
Registrations
Federal
IA
Feb 23, 2023 REGISTERED
Notice Filings (9)
AZ CA CO FL KS LA MO NE TX
Address
4400 W. 109TH STREETSUITE 250
OVERLAND PARK, KS 66211
United States
Phone: 913-491-4908