Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Integrity First Planners, Inc. |
| Address: |
3570 Warrensville Center Road, #102A |
| City: |
Shaker Heights |
| State: |
OH |
| Zip Code: |
44122 |
| Telephone: |
(216) 751 - 4229 |
| Fax: |
(216) 803 - 0411 |
| Web address: |
www.integrityfirstplanners.com |
| |
|
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Kenneth P Butze, Jr. |
(216) 751 - 4229 |
kpbutze@unitedplanners.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: 6, 62, 63, 65, 7, 24
Insurance Licenses (Life, Health, Disability, etc): Life, Health, Variable Annuity
Other Licenses and Designations (ChFEBCSM, CFP®, CPA, etc.): CLTC, CFP
Education/Area of Study: BS History (CSU); College for Financial Planning certificate program
Associations and Affiliations: Charter Member Ed Slott's Elite IRA Advisor Group; Member HS Dent Advisors;
Experience:
I have / The office has been providing financial and/or related advice to clients for 12 years.
How I/we charge clients for services:
X |
Fee for Financial Planning (initial, hourly, and/or retainer) |
X |
Fee based on percentage of assets managed; percentage ranges |
X |
Commissions, trail fees, redemption fees, account fees, etc. |
--- |
Other: |
Financial services provided:
--- |
Tax preparation |
X |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
X |
Elder and long-term care planning |
X |
Estate planning |
X |
Retirement planning |
X |
Cash management and budgeting |
--- |
Stock and bond brokerage |
--- |
Other: |
Specialty: Retirement plan accumulation & Distribution
I am (or my firm is) registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm:
X |
1-5 |
--- |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
X |
Owner/Partner |
--- |
Employee |
--- |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
--- |
No affiliation |
X |
Affiliated with United Planners Financial Services of America |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
