A complete list of active advisors currently associated with Integrated Investment Strategies,Inc.
Warmer can help you find a great advisor at Integrated Investment Strategies,Inc. or one who fits your needs even better.
Integrated Investment Strategies, Inc. provides discretionary investment management and optional financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm’s client base is composed primarily of retail and smaller institutional accounts and does not include a significant roster of high‑net‑worth individuals, managing roughly $104 million for about 156 clients. IIS follows an academically focused investment approach, using strategic asset allocation implemented largely with passively managed institutional mutual funds and a stated three‑factor model; portfolios are managed under individual investment policy statements with limited discretionary trading authority. Services are fee‑only and offered in packaged formats that combine ongoing portfolio oversight with financial‑planning work, consolidated reporting, and administrative support while clients retain custody of assets. Distinctive features noted in the brochure include a recent family ownership and succession transition and the firm’s pending application for SEC registration, alongside two disclosed consent agreements with the state regulator in 2018 and 2019 for filing deficiencies. IIS also maintains third‑party arrangements for financial planning clients — including complimentary preparation of standard individual tax returns by an affiliated CPA firm and access to a digital estate‑planning service — which the firm presents as part of its planning package.
To learn more about the advisors currently working at Integrated Investment Strategies,Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Carmel, IN
| 5
| |
Carmel, IN
| 29
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)