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Michael Raymond Koly

Integrated Wealth Management, Inc.

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About Michael Raymond Koly

Michael Koly is a registered investment advisor representative with Integrated Wealth Management, Inc. Michael is also an investment advisor representative with Integrated Planning Company. Michael has been in the securities industry since 1985. Michael is licensed to provide investment advice in Ohio. The firm specializes in providing financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Michael Koly is currently registered with Integrated Wealth Management, Inc.. Integrated Wealth Management, Inc. is a registered investment advisor with 6 licensed agents, 5 investment advisor representatives, and 5 investment advisory functions. Their main office is located in UNIONTOWN, OH. The firm manages approximately $139,241,673 in assets across 860 accounts for various client types, including high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Integrated Wealth Management, Inc. offers a range of advisory services including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. They can be contacted through their website, IWMgameplan.com, or through their social media channels.
Integrated Wealth Management, Inc.

1790 TOWN PARK BLVD.

UNIONTOWN, OH 44685

$139.24M

Assets Under Management

5

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party advisory fees

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Michael Koly’s Registration & Firm History

OH

11/05/2009 - Present

Integrated Wealth Management, Inc. (UNIONTOWN OH)

OH

09/16/2002 - 05/04/2012

THE O.N. EQUITY SALES COMPANY (UNIONTOWN OH)

CT

06/07/1993 - 10/01/2002

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

CT

12/18/1985 - 06/07/1993

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

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Licenses & Designations

IA

Issued 05/01/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/18/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Raymond Koly.
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