Daniel Lubs
Investment adviser representative at Integrated Investment Strategies,inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$104.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Integrated Investment Strategies, Inc.Nov 2020 to now
- Carnot Compression Inc.Sep 2020 to Nov 2020
- Allstate Insurance CompanyMar 2020 to Sep 2020
- Dal Corp ServicesApr 2011 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IN).
Integrated Investment Strategies,inc.
$104.5MAssets managed
156Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7032080
- Firm CRD
- 122706