Robert J. Crossland

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CRD#: 2197294

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert John Crossland was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1991. Robert had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

February 17, 2009 - November 27, 2020

INTEGRATED FINANCIAL PLANNING SERVICES

CRD#: 17935

HEIDELBERG,

Past

September 10, 2003 - November 25, 2008

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

LEESBURG, VA

Past

January 25, 2002 - January 31, 2003

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

MCLEAN, VA

Past

December 11, 2001 - January 31, 2003

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

September 20, 2000 - October 4, 2001

CHEVY CHASE FINANCIAL SERVICES

CRD#: 14894

BETHESDA, MD

Past

January 27, 1999 - September 15, 2000

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

Past

December 9, 1991 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

December 9, 1991 - December 10, 1998

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTEGRATED FINANCIAL PLANNING SERVICES

BARRY E. SWANSON, CFP | SWANSON, BARRY EARNEST | INTEGRATED FINANCIAL PLANNING SERVICES | IFPS

CRD#: 17935 / SEC#: 801-132001, 8-35120

RIA

Registered Investment Advisory firm - SEC (3/5/2025 Approved)

Broker-Dealer Firm Regulated by FINRA (Boston district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/2/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/31/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 2/26/2002

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/5/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/5/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INTEGRATED FINANCIAL PLANNING SERVICES

BARRY E. SWANSON, CFP | SWANSON, BARRY EARNEST | INTEGRATED FINANCIAL PLANNING SERVICES | IFPS

CRD#: 17935 / SEC#: 801-132001, 8-35120

RIA

Registered Investment Advisory firm - SEC (3/5/2025 Approved)

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

Karlstrasse 20, Heidelberg 69117

Mailing Address

Karlstrasse 20, Heidelberg 69117 69117

Phone number

011496221-23597

Established

Nevada since 10/29/1999

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (1 States and Territories)

FINRA licenses (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

INTEGRATED FINANCIAL PLANNING SERVICES 20250404 (4/4/2025)

INTEGRATED FINANCIAL PLANNING SERVICES 20250121 (1/21/2025)

ADV PART 2A (2/5/2020)

Direct owners and executive officers

Name	Position	CRD#
THE ESTATE OF BARRY E. SWANSON	OWNER
CUOMO, KATHY POIST	FINANCIAL & OPERATIONS PRINCIPAL	4877600
HUNTINGTON-SELL, MARCIA OLIVIA	CHIEF COMPLIANCE OFFICER	5534414
KINKADE, GLENN ALAN	CHIEF EXECUTIVE OFFICER	2124318
KINKADE, LYNNE ELAINE	SECRETARY	5074259
KINKADE, LYNNE ELAINE	ESTATE EXECUTOR	5074259

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert J. Crossland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SUNSET FINANCIAL SERVICES, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

CHEVY CHASE FINANCIAL SERVICES

NATIONWIDE SECURITIES, LLC

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

INTEGRATED FINANCIAL PLANNING SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 4/2/2001

Series 63

Date: 12/31/1991

SIE

Date: 10/1/2018

Series 31

Date: 2/26/2002

Series 7

Date: 2/5/2001

Series 6

Date: 12/5/1991

Current Firm

INTEGRATED FINANCIAL PLANNING SERVICES

Contact information

SEC notice filing (1 States and Territories)

FINRA licenses (36 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Disclosures

Red Flags

Company Information

INTEGRATED FINANCIAL PLANNING SERVICES

TRUST BUT VERIFY

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