Integrated Financial Planning Services
● SEC registered since 2025CRD 17935SEC# 801-132001Heidelberg
Reg. AUM
$4.1M
Employees
21
Accounts
43
Location
Heidelberg
Integrated Financial Planning Services assets under management
Integrated Financial Planning Services is a registered investment adviser overseen by the SEC based in Heidelberg. The firm has been registered since 2025. It reports $4.1 million in regulatory assets under management and employs 21 people.
Integrated Financial Planning Services owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Glenn Alan Kinkade Control | Chief Executive Officer | Under 5% | 2023 |
| Kathy Poist Cuomo | Financial & Operations Principal | Under 5% | 2006 |
| Lynne Elaine Kinkade Control | Secretary | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Integrated Financial Planning Services manage?
Integrated Financial Planning Services reports $4.1 million in regulatory assets under management on its Form ADV.
How many employees does Integrated Financial Planning Services have?
Integrated Financial Planning Services reports 21 employees.
Where is Integrated Financial Planning Services located?
Integrated Financial Planning Services is based in Heidelberg and has been SEC-registered since 2025.
Does Integrated Financial Planning Services disclose fund performance?
Integrated Financial Planning Services is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Karlstr. 20, Heidelberg 69117 |
| Phone | 443-450-4543 |
| Fax | 443-276-2531 |
| Office hours | 9:00a.m. -5:00p.m. |
| SEC region | HQ |
| Discloses disciplinary history | Yes |
Regulatory AUM
$4.1MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$4.1Mregulatory AUM
Discretionary $4.1M