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IFPS

HEIDELBERG, Germany · CRD 17935 · IAPD ↗ · ifpsonline.com · 443-450-4543

$4.1MRegulatory AUM
3Advisory reps
21Employees
0Clients
26-50Planning clients
0Private funds
1States
4Disclosures
foreignSegment
ApprovedSEC status

Filing changes

34
April 2026 — IFPS reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
20
August 2025 — IFPS added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
April 2025 — INTEGRATED FINANCIAL PLANNING SERVICES is now doing business as IFPS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
65
March 2025 — INTEGRATED FINANCIAL PLANNING SERVICES (HEIDELBERG, Germany) is newly SEC-registered with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.