John Peter Newhouse, CFP | Financial Professional | Edmond, Oklahoma | INTEGRATED ADVISORS NETWORK LLC

Professional summary

John Peter Newhouse, CFP® is a registered financial advisor currently at INTEGRATED ADVISORS NETWORK LLC located in Edmond, Oklahoma and DIVERSIFY WEALTH MANAGEMENT, LLC located in Edmond, Oklahoma.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. John has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1. Integrated Advisors Network; Investment Related; Edmond, OK; RIA; Advisor; 07/2015; 90% during business hours; Provides investment advice on advisory accounts 2. Vineyard Asset Management; Investment Related; Edmond, OK; DBA; Advisor; 07/2015; hours and duties in line with advisory business. 3. DFPG; Investment Related; Sandy, UT; Broker Dealer; Registered Representative; 07/2015; 30% during business hours; sales and service of securities products. 4. University of Tulsa; non-investment related; Tulsa, OK; Educational Institution; Adjunct Professor; 07/2022; 0% during business hours; teaching. 5. Charis Consulting, LLC; non-investment related; Tulsa, OK; professional attorney services; Consultant - Attorney; 11/2022; 0% during business hours; Work w/ business owners to provide economic & legal analysis to reduce business operation inefficiencies and risks. 6. Asbury Church of Tulsa; non-investment related; Tulsa, OK; non-profit; Board member; 06/2022; 0% during business hours; monitor gifts to the church and its endowment fund via estate planning documents/vehicles (wills, trusts, etc.).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Peter Newhouse's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

September 17, 2015 - Present

INTEGRATED ADVISORS NETWORK LLC

Office #1: 1900 E 15th Street Bldg 700d, Edmond, OK 73013

RIA

CRD#: 171991

Edmond, OK

Current

October 1, 2025 - Present

DIVERSIFY WEALTH MANAGEMENT, LLC

Office #1: 1900 E 15th St Suite 700d, Edmond, OK 73013

RIA

CRD#: 329878

EDMOND, OK

Current

July 10, 2015 - Present

DFPG INVESTMENTS, LLC

Office #1: 1900 E 15th St Building 800a, Edmond, OK 73013

BD

CRD#: 155576

Edmond, OK

Past

July 2, 2012 - July 8, 2015

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

BROKEN ARROW, OK

Past

May 18, 2011 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

BROKEN ARROW, OK

Past

May 18, 2011 - July 6, 2015

FIRST ALLIED SECURITIES, INC.

BD

CRD#: 32444

BROKEN ARROW, OK

Past

April 13, 2009 - November 5, 2009

OSAIC WEALTH, INC.

BD

CRD#: 23131

BROKEN ARROW, OK

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".

IA

INTEGRATED ADVISORS NETWORK LLC

CRD#: 171991 / SEC#: 801-96203

RIA

Registered Investment Advisory firm - (5/11/2015 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

Alabama
(7/13/2015)

RR

Colorado
(7/10/2015)

IAR

Colorado
(10/1/2025)

RR

Missouri
(7/10/2015)

IAR

Missouri
(10/1/2025)

RR

Oklahoma
(7/10/2015)

IAR

Oklahoma
(9/17/2015)

IAR

Texas
(10/2/2025)

IAR

Texas
(10/8/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 5/21/2009

Uniform Combined State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 4/10/2009

General Securities Representative Examination

SRO Registrations

RR

FINRA

Current Firm

IA

INTEGRATED ADVISORS NETWORK LLC

CRD#: 171991 / SEC#: 801-96203

RIA

Registered Investment Advisory firm - (5/11/2015 Approved)

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Contact information

Main Address

8117 Preston Rd Suite 300, Dallas, TX 75225

Mailing Address

P.o. Box 25523, Dallas, TX 75225

Phone number

(855) 729-4222

Established

Firm type

Fiscal year end

# of Employees

88

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTEGRATED ADVISORS NETWORK - ADV PART 2A BROCHURE (3/31/2025)

RAMA FINANCIAL, LLC (3/31/2025)

VINEYARD GLOBAL ADVISORS WRAP (3/31/2025)

VINEYARD WEALTH ADVISORS (3/31/2025)

VINEYARD GLOBAL ADVISORS (3/31/2025)

LONG COURSE CAPITAL - FORM ADV PART 2 (3/31/2025)

ECHELON INVESTMENT MANAGEMENT - FORM ADV PART 2 (3/31/2025)

MILLER PACIFIC - FORM ADV PART 2A/2B (3/31/2025)

OPEN NETWORK FINANCIAL CONSULTING - FORM ADV PART 2A (3/31/2025)

ABUNDANTIA CAPITAL CORP ADV 2A (3/31/2025)

YORKSHIRE WEALTH MANAGEMENT, LLC ADV PART 2A (3/31/2025)

ELY PRUDENT PORTFOLIOS, LLC (3/31/2025)

MENLO OAKS CAPITAL ADV 2A (3/31/2025)

ANDERSEN CAPITAL MANAGEMENT, LLC (3/31/2025)

SZTROM WEALTH MANAGEMENT, LLC (3/31/2025)

BURNS-BLACKBURN GROUP, LLC (3/31/2025)

CAPITAL CITY FINANCIAL PARTNERS, LLC (3/31/2025)

SHIELDS CAPITAL ADVISORS (3/31/2025)

ARCHER BAY CAPITAL, LLC (3/31/2025)

ZIMMERMAN WEALTH ADVISORY GROUP, LLC (3/31/2025)

B&B STRATEGIC PARTNERS (3/31/2025)

CANDID FINANCIAL (3/31/2025)

MILITELLO WEALTH MANAGEMENT, LLC (3/31/2025)

REDEFINE WEALTH MANAGEMENT, LLC ADV 2A (3/31/2025)

LIENART FAMILY ASSET MANAGEMENT ADV 2A (3/31/2025)

SAND CREEK INVESTMENT PARTNERS, INC. ADV PART 2 (3/31/2025)

AUCTUM WEALTH MANAGEMENT, LLC ADV PART 2A (3/31/2025)

EVOQUE INVESTMENTS, INC. ADV 2A (3/31/2025)

SAWYER CAPITAL INVESTMENT ADVISORS PART 2A (3/31/2025)

NSPIRE WEALTH (3/31/2025)

MDK PRIVATE WEALTH MANAGEMENT (3/31/2025)

ALL SOURCE ADV PART 2A (3/31/2025)

SELECT WEALTH ADVISERS (3/31/2025)

SF-IAN (3/31/2025)

COPPER CREST ADVISORS, LLC (3/31/2025)

JC INVESTMENT MANAGEMENT (3/31/2025)

LATTICE WEALTH MANAGEMENT GROUP, INC. (3/31/2025)

LONGVIEW INVESTMENT ADVISORS (3/31/2025)

MOSAIC FINANCIAL ADVISORS (3/31/2025)

VINYARD ASSET MANAGEMENT (3/31/2025)

PARAGON WEALTH (3/31/2025)

FINANCIAL FOUNDATIONS INC (3/31/2025)

Regulatory assets under management

Total Number of Accounts	12,619
AUM (Assets Under Management)	$ 4,585,500,174

Red Flags

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

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John P. Newhouse

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Peter Newhouse's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIVERSIFY WEALTH MANAGEMENT, LLC

DFPG INVESTMENTS, LLC

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

OSAIC WEALTH, INC.

Primary Firm SEC Registration

INTEGRATED ADVISORS NETWORK LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/21/2009

SIE

Date: 10/1/2018

Series 7

Date: 4/10/2009

FINRA

Current Firm

INTEGRATED ADVISORS NETWORK LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRATED ADVISORS NETWORK LLC

TRUST BUT VERIFY

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