• 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®

      Principal

      • 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 Manager
      Award recipient, 2014 - 2021*
      • Top 5 Investment Advisor Representative
      with MML Investors Services, LLC. 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020

      Scot Michels

      Investment Coordinator

      • Investment Coordinator
      • Over 40 Years Industry Experience

      • Holds Bachelors of Management from Webster University
      • Portfolio Implementation and Administration
      • FINRA Series 7 Licensed

      Jon Ingalls

      Retirement Plan Specialist

      • Over 25 years of Financial Services experience
      • Holds Bachelors in Business Management from Emporia State University
      • FINRA Series 7 Licensed

      Emily Davis

      Insurance & Marketing Coordinator

      • Over 5 years of Financial Services experience

      • Director of First Impressions

      Rebecca Taylor

      Investment Coordinator

      • Over 10 years of Financial Services experience
      • Holds Bachelors in Business Administration from the University of Kansas

      Brent Katzberg

      Investment Coordinator

      • Over 20 years of Financial Services experience
      • Holds Bachelors in Business Management from Bellevue University; Masters in Finance from College of Financial Planning

      • FINRA Series 6, 7, 24 and 63 Licensed

    • Contact Us

      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

      10975 Benson Drive, Suite 300
      Overland Park, KS 66210
      913-948-7390
      913-948-7390
      greg@iwskc.com
      Submit

    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

    Insurance

    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

     

    Securities

    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 Brent are registered to offer securities in the following jurisdictions: KS, MO

    © 2018

     

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