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MH

Marcia O. Huntington-sell

INTEGRATED FINANCIAL PLANNING SERVICES
Heidelberg, 69117
Some features on this profile are disabled
CRD#: 5534414
MH

Professional summary


Marcia Olivia Huntington-sell, who also goes by Marcia Olivia Huntington, is a registered financial professional currently at INTEGRATED FINANCIAL PLANNING SERVICES .

Marcia is registered as a RR (Registered Representative) and started their career in finance in 2008. Marcia has worked at 1 firm and has passed the Series 63, Series 7TO, SIE, Series 62, Series 6, Series 51, Series 27, Series 24 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marcia Olivia Huntington

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) - BD


Click below to view Marcia Olivia Huntington-sell'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®
None

Experience


Current

May 28, 2013 - Present

INTEGRATED FINANCIAL PLANNING SERVICES

Office #1: Karlstrasse 20, Heidelberg 69117Office #2: Karlstrasse 20, Heidelberg 69117
RIA
BD
CRD#: 17935
Heidelberg,
Past

July 10, 2008 - June 10, 2011

INTEGRATED FINANCIAL PLANNING SERVICES

BD
CRD#: 17935
HEIDELBERG,

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".
IF
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)
BD
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.

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
Maryland
(10/23/2025)
RR
New Hampshire
(5/30/2024)
RR
Texas
(6/5/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 5/29/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/8/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 4/15/2016
Corporate Securities Limited Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


IF
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)
BD
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
21

SEC notice filing (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (36 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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)

Direct owners and executive officers


NamePositionCRD#
THE ESTATE OF BARRY E. SWANSONOWNER
CUOMO, KATHY POISTFINANCIAL & OPERATIONS PRINCIPAL4877600
HUNTINGTON-SELL, MARCIA OLIVIACHIEF COMPLIANCE OFFICER5534414
KINKADE, GLENN ALANCHIEF EXECUTIVE OFFICER2124318
KINKADE, LYNNE ELAINESECRETARY5074259
KINKADE, LYNNE ELAINEESTATE EXECUTOR5074259

Disclosures


Regulatory Event2

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.

Company Information


INTEGRATED FINANCIAL PLANNING SERVICES

CRD#: 17935Heidelberg 69117

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