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Gregory S. Fowler
INTEGRATED CAPITAL PLANNING LLC
Bend, OR 97702
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CRD#: 5739814
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Professional summary
Gregory Scott Fowler, CFP® is a registered financial advisor currently at INTEGRATED CAPITAL PLANNING LLC located in Bend, Oregon.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Gregory has worked at 1 firm .
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.
Gregory Fowler is the Principal owner of Fowler and Co., Inc. where he offers tax and accounting services. This accounts for approximately 80% of his time.
Gregory Fowler is a Consultant with The Mountain Group, LLC. His services include financial modeling, project management and forensic accounting. The length and scope of these engagements vary throughout the year.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Scott Fowler's 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®
Start date: 2003
Experience
Current
December 11, 2020 - Present
INTEGRATED CAPITAL PLANNING LLC
Office #1: 550 Sw Industrial Way Suite 201, Bend, OR 97702RIA
CRD#: 131574
Bend, OR
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.Highlighted states indicate IAR registrations
IAR
Oregon(12/11/2020)
Exams
Current Firm
IC
INTEGRATED CAPITAL PLANNING LLC
INTEGRATED CAPITAL PLANNING LLC
CRD#: 131574 / SEC#:
Oregon
Registered Investment Advisory firm - (12/11/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
550 Sw Industrial Way Suite 201, Bend, OR 97702
Mailing Address
Po Box 243, Bend, OR 97709
Phone number
(503) 575-9174
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 48 |
| AUM (Assets Under Management) | $ 17,852,353 |
Red Flags
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