Five Star award winner Greg Harvey, AIF®

PROFESSIONAL PROFILE

Contact Me

Greg Harvey, AIF^®

President, Financial Advisor

Integrated Wealth Solutions

10975 Benson Dr Ste 300

Overland Park, KS 66210

Office: 913-948-7390

greg@iwskc.com
www.iwskc.com

Professional Approach

Greg offers a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. He takes the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with Greg, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, he works with you over time to monitor your progress and help ensure you are on track to achieving your goals.

"The most important part of any relationship is a complete understanding of a person's most important goals," Greg 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."

See Accomplishments

This award was issued on 01/01/2026 by Five Star Professional (FSP) for the time period 04/10/2025 through 10/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2198 Kansas City-area wealth managers were considered for the award; 119 (5 % of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 2,000, 121, 6%, 1/1/25, 4/10/24 - 10/31/24; 2024: 1,897, 136, 7%, 1/1/24, 4/10/23 - 10/31/23; 2023: 1,843, 138, 7%, 1/1/23, 4/18/22 - 10/21/22; 2022: 1,670, 128, 8%, 1/1/22, 4/20/21 - 10/15/21; 2021: 1,678, 118, 7%, 1/1/21, 4/20/20 - 10/23/20; 2020: 1,579, 115, 7%, 1/1/20, 4/1/19 - 11/13/19; 2019: 1,574, 134, 9%, 1/1/19, 5/11/18 - 11/27/18; 2018: 1,387, 119, 9%, 1/1/18, 5/17/17 - 11/30/17; 2017: 952, 212, 22%, 12/1/16, 3/26/16 - 11/28/16; 2016: 880, 216, 25%, 11/1/15, 5/20/15 - 10/15/15; 2015: 1,572, 201, 13%, 12/1/14, 5/20/14 - 10/15/14; 2014: 785, 176, 22%, 12/1/13, 5/20/13 - 10/15/13; 2013: 766, 203, 27%, 12/1/12, 5/20/12 - 10/15/12; 2012: 676, 200, 30%, 11/1/11, 5/20/11 - 10/15/11.

Click to access BrokerCheck

Greg Harvey is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC www.SIPC.org. Integrated Wealth Solutions is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory Office: 10975 Benson, Suite 350, Overland Park, KS 66210. 913-234-0300. Domiciled in KS and holds CA Insurance License (#0H48863) and AR Insurance License (#924949) CRN202710-7354065.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.