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Brian Christopher Nush

Brian C. Nush

INTEGRATED FINANCIAL PLANNING SERVICES
Kaiserslautern, 67663
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CRD#: 6240749
Brian Christopher Nush

Professional summary


Brian Christopher Nush, CFP® is a registered financial advisor currently at INTEGRATED FINANCIAL PLANNING SERVICES .

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Brian has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

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.
Name: ScissorTail Nation Podcast Investment-related: No Address: None Nature of the other business: Other OBA Your position: Co-Host Start date: 02/01/20 The approximate number of hours/month you devote to the other business: 6 - 10 During securities trading hours: None Description of duties: Podcast co-host for a non financial services related podcast that is a discussion for the broader 2nd tier soccer league in the United States called the USL Championship. No discussion of financial related topics or education. Strictly a sports hobby podcast

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Brian Christopher Nush's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD


Click below to view Brian Christopher Nush'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®

Start date: 2020

Experience


Current

March 14, 2025 - Present

INTEGRATED FINANCIAL PLANNING SERVICES

Office #1: Merkurstrasse 44, Kaiserslautern 67663
RIA
BD
CRD#: 17935
Kaiserslautern,
Current

November 14, 2023 - Present

INTEGRATED FINANCIAL PLANNING SERVICES

Office #1: Merkurstrasse 44, Kaiserslautern 67663
RIA
BD
CRD#: 17935
Kaiserslautern,
Past

March 15, 2021 - October 17, 2023

FIRST COMMAND ADVISORY SERVICES

RIA
CRD#: 281958
Kaiserslautern,
Past

March 15, 2021 - October 17, 2023

FIRST COMMAND BROKERAGE SERVICES, INC.

BD
CRD#: 3641
Kaiserslautern,
Past

July 24, 2015 - March 22, 2021

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Tulsa, OK
Past

November 19, 2013 - March 22, 2021

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Tulsa, 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".
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.

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
(4/4/2024)
RR
Georgia
(10/16/2025)
IAR
Maryland
(3/14/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/24/2015
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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#: 17935Kaiserslautern 67663

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