Integrated Wealth Solutions
The Integrated Wealth Solutions Team
Each of us at Integrated Wealth Solutions has extensive personal and professional experience.
Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to help you achieve a more secure financial future.
We’re looking forward to using our knowledge to help you pursue your financial goals.
Meet the Team
Greg Harvey, AIF®
• Investment Specialist• Financial Advisor• 6-time Five Star Wealth ManagerAward recipient, 2014, 2015, 2016,
2017, 2018, 2019*• Top 5 Investment Advisor Representativewith MML Investors Services, LLC. 2013, 2014, 2015, 2016, 2017, 2018• Over 20 years of experience
• Investment Coordinator• 35 Years Industry Experience• Portfolio Implementation and Administration• FINRA Series 7 Licensed
Marketing Coordinator and Para Planner
• Over 10 years of Insurance and Financial Services experience• Paraplanning Certified• Holds Bachelors of Arts in Psychology – University of Missouri-Columbia• Holds Masters of Arts in Human Resources Management Webster University
Director of 401(k) Department
• 25 years of Financial Services experience• Holds BA Business Management• FINRA Series 7 Licensed
• Over 3 years of Financial Services experience• Director of First Impressions
• 5 Years Industry Experience
• Holds English Degree from University of Kansas
• FINRA Series 7 Licensed
We are located in Building 12 in the Corporate Woods office park. Corporate Woods is located off I-435 at the Antioch exit.
*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and compliant history, reviews conducted by the firm, retention rates, and client assets administered.
Check the background of this financial professional on FINRA's BrokerCheck
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 CRN202012-236931
FINRA Broker Check