INTEGRATED FINANCIAL STRATEGIES, LLC

CRD #165007 SEC #801-106490 FORT LAUDERDALE, FL 704-643-5000

SEC Registered

Total AUM

$455M

Discretionary

$380M

Employees

Clients

101

Accounts

1,400

Firm Details

Organization Type: Limited Liability Company
State of Formation: Florida
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: May 2, 2025
Branch Offices: 4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
PRATT, KATHLEEN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PRATT, KATHLEEN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PRATT, KATHLEEN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PRATT, KATHLEEN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PRATT, KATHLEEN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PRATT, KATHLEEN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
PRATT, KATHLEEN, MARIE	I	CHIEF COMPLIANCE OFFICER	NA	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER	E	Control
BURKE, KELLY, GENE	I	MANAGING MEMBER	E	Control

Registrations

Federal

May 2, 2025 REGISTERED

Notice Filings (18)

CA CT FL GA LA MA MD NC NE NH NJ NY PA SC TN TX VA WI

Address

2400 EAST COMMERCIAL BOULEVARD
SUITE 706
FORT LAUDERDALE, FL 33308
United States

Phone: 704-643-5000