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Integrated Wealth Solutions

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    • Meet the Team
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    • Continuous Evaluation Process
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    • Wealth Management
    • Fee-Based Financial Planning
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  • …  
    • Home
    • About 
      • Meet the Team
      • What We Do
      • Continuous Evaluation Process
      • E-Money
      • Licenses
    • Services 
      • Wealth Management
      • Fee-Based Financial Planning
      • 401(k) Services
    • Contact Us 
      • Contact Information
    • Partner Sites
eMoney
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Integrated Wealth Solutions

  • Home
  • About 
    • Meet the Team
    • What We Do
    • Continuous Evaluation Process
    • E-Money
    • Licenses
  • Services 
    • Wealth Management
    • Fee-Based Financial Planning
    • 401(k) Services
  • Contact Us 
    • Contact Information
  • Partner Sites
  • …  
    • Home
    • About 
      • Meet the Team
      • What We Do
      • Continuous Evaluation Process
      • E-Money
      • Licenses
    • Services 
      • Wealth Management
      • Fee-Based Financial Planning
      • 401(k) Services
    • Contact Us 
      • Contact Information
    • Partner Sites
eMoney
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    Scot Michels

    Investment Coordinator 

    Domicile State: KS

    Phone: 913.948.7394
    Fax: 888.486.6419
    E-mail: scot@iwskc.com

     

    Scot is the Investment Coordinator at Integrated Wealth Solutions and has over 25 years of experience in the financial services industry. His main responsiblity is portfolio implementation and administration for client accounts.

    His years of experience ensure each client receives the upmost attention to their unique needs and timelines. Scot is Series 7, 65, 63, and 55 and is Life & Health licensed in the state of Kansas.

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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 CRN202610-521002

 

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

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