Integrated Wealth Solutions
Domicile State: KS
Phone: 913.948.7390Fax: 888.486.6419E-mail: firstname.lastname@example.org
• Investment Specialist• Financial Advisor
• Over 25 years of experience
• Holds Finance Degree from Emporia State University
• Forbes Best-In-State Wealth Advisors for 2020• 6-time Five Star Wealth ManagerAward recipient, 2014 - 2021*• Top 5 Investment Advisor Representativewith MML Investors Services, LLC. 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020
"The most important part of any relationship is a complete understanding of a person's most important goals," Greg says. "And, by continuously evaluating their situation and progress, we are able to manage the risks they face and help them take advantage of their best opportunities."
Greg is the owner of Integrated Wealth Solutions, a registered principal and a 9 year Five Star Wealth Manager. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review*;4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.
Wealth managers do not pay a fee to be considered or awarded.Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 1,572 Kansas City wealth managers were considered for the award; 201 (13 percent of candidates) were named Five Star Wealth Managers.
We are located in Building 12 in the Corporate Woods office park. Corporate Woods is located off I-435 at the Antioch exit.
Visit one of our offices and speak directly with our Financial Services Representatives about your financial strategies for the future
Let us know how we can help. Visit our Financial Services Representatives at a local office near you and start crafting your strategy to help secure your financial future today.
Greg Harvey is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC.
Member SIPC Supervisory Office 10975 Benson, Suite 350, Overland Park, KS 66210 (913) 234-0300.
Integrated Wealth Solutions is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CA Insurance License #0H48863 CRN202212-274387
FINRA Broker Check
Greg is licensed to sell insurance products in the following jurisdictions:
AR, CA, CO, CT, DE, GA, IA, IL, KS, MA, MI, MO, NC, NE, OK, OR, SD, TN, TX, UT, VA, WI
California Insurance Licensing: #Greg Harvey Domiciled in California CA Insurance License #0H48863
Arkansas Insurance Licensing #AR Insurance Producer License No. 93793
Greg is registered to offer securities in the following jurisdictions:
AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MN, MO, NC, NE, NJ, OH, OK, SC, SD, TX, UT, VA
Scot, Jon and Sean are registered to offer securities in the following jurisdictions: KS, MO