# Integrated Planning Strategies

Integrated Planning Strategies is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/integrated-planning-strategies-llc

## Regulatory record

- **CRD number:** 128804
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128804

## About

INTEGRATED PLANNING STRATEGIES, LLC is a state-registered investment adviser in OKLAHOMA CITY, OK. The firm manages $12 million in assets, $11 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Services

## Related profiles

- [Lunsford Financial Planning](https://altss.com/profile/lunsford-financial-planning-inc)
- [Fee-Only Financial Planning](https://altss.com/profile/fee-only-financial-planning)

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Last updated: 2026-07-06T01:24:18.683Z

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