Business Description
The Continuous Evaluation Process helps you maximize your opportunities and optimize progress by continuosly evaluating all of your financial assets and strategies. Created by Greg Harvey of Integrated Wealth Solutions, The Continuous Evaluation Process helps you tek full advantage of wealth building opportunities, reduce risk and achieve your retirement goals.
General Information Gender:    Male CRD#:    2653408 Insurance License#:    924949 Name of Broker/Dealer:    MML Investors Services, Inc. Name of Custodial Firm:    MML Investors Services, Inc. States Licensed in:    states licensed to sell life insurance - CO, CT, GA, KS, MA, MI states registered to offer securities - CA, CO, CT, FL, IA,IL, KS, MN, MO, NE, NJ, OH, OK, TX, VA States Willing to do Business in:    KS, MO Years of Experience in Financial Services:    14 Number of Years with Current Firm:    11 Work Experience:    Greg is a consistent top-performer driven by a passion for helping people achieve their goals. "The most important part of any relationship is a complete understanding of a person's most important goals," he says. "And, by continuously evaluating their situation and progress, we are able to manage the risks they face and help them take advantage of their best opportunities." Greg began helping people take advantage of their wealth building opportunities in 1995 after leaving Emporia State University where he played football and graduated with a degree in Finance. Greg is the owner of Integrated Wealth Solutions and a registered principal at HighPointe Financial Group. Greg is a Top of the Table member of the Million Dollar Round Table since 2001. He consistently ranks in the top 100 of registered representatives with MML Investors Services, Inc. He is on the All-American team for American Funds. And, he received the Five Star: Best in Client Satisfaction Wealth ManagerSM designation from KC and KCB magazines in 2007 & 2008. Greg grew up in Topeka, Kansas, and now lives in Overland Park, Kansas with his wife, Sunny and their three boys. I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
Services Investment Types:    Insurance, Bonds, Stocks, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Alternative Investments, Mutual Funds, Annuities, Socially Responsible Investments (SRI)
Qualifications & Memberships Securities Licenses:    Series 7, Series 24, Series 66 Insurance and Annuity Licenses:    Long Term Care, Annuity, Disability, Variable Annuity, Life, Health, Variable Life Financial Organization Memberships:    National Association of Insurance and Financial Advisors (NAIFA), Million Dollar Roundtable
Firm Information Number of Advisors in Office:    Up to 10 employees Firm's Number of Clients:    250 Firm's Number of Planning Clients:    150 Firm's Number of Managed Clients:    150 Assets Managed by Firm:    $150,000,000.00 Advisor's Number of Clients:    250 Advisor's Number of Managed Clients:    150 Advisor's Number of Planning Clients:    150 Assets Managed by Advisor:    $150,000,000.00
Compliance Registered Representative:    Yes Investment Advisor Representative:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees I am a fee-based financial professional:    Yes Minimum Portfolio Size for New Managed Accounts:    $50,000.00 Compensation Methods:    Based on Assets, Commissions Fee % Based on Assets:    1% Minimum Fee Charged for Managed Accounts:    $500
Prepared By:	Greg Harvey

Frequently Asked Questions

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