| 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 |
Integrated Financial Planning Services reports 21 employees.
Integrated Financial Planning Services is based in Heidelberg and has been SEC-registered since 2025.
Integrated Financial Planning Services is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |