Advisor at Integrated Wealth Solutions, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Integrated Wealth Solutions, LLC
Location
York, PA 17402
Credentials
Series 63, Series 65
Industry experience
12 years
Michelle Wilkinson is a financial advisor at Integrated Wealth Solutions, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Terra Wealth, CAPE SECURITIES INC., Pfs Investments Inc., and Primerica Financial Services. Outside of her advisory role, she is involved in insurance sales and investment advisory services through TerraWealth Management. Integrated Wealth Solutions serves individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm employs both fundamental and technical analysis within a long-term trading framework and offers educational seminars alongside personalized advisory services.
Based on Integrated Wealth Solutions, LLC
Financial planning fees between $250 and $500
Up to 1.45%
Account minimum: $25,000
2215 E. Market St
York, PA 17402
Maryland · Pennsylvania
Integrated Wealth Solutions
2025 - Present (1 year)
CAPE SECURITIES INC.
2022 - 2025 (3 years)
TerraWealth, LLC
2022 - 2025 (3 years)
Saubel's Pharmacy
2019 - 2025 (6 years)
Primerica Advisors
2013 - 2022 (9 years)
Primerica Financial services
2012 - 2022 (10 years)
Weis Pharmacy
1996 - 2017 (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Saubel Financial Group
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Myrmidon Private Capital
Series 63, Series 65
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Kreiner Financial Wealth Management, Inc.
Series 63, Series 66
Elizabethtown, PA
Watchtower Wealth Management, Inc.
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