Advisors at this firm
Daniel L
CFP®, Series 63, Series 65
Carmel, IN
Integrated Investment Strategies,Inc.
Daniel Lubs is a CFP® with four years of industry experience, currently serving at Integrated Investment Strategies, Inc. He also holds roles as an engineering and operations consultant at DAL Corp Services and as a technical advisor on the advisory board of Carnot Compression Inc., a company focused on new compressor technology. Integrated Investment Strategies, Inc. provides fee-only investment management and financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation process centered on passively managed institutional mutual funds and offers consolidated reporting across multiple custodians and employer-sponsored plans.
Ethan T
Series 65
Carmel, IN
Integrated Investment Strategies,Inc.
Ethan Tran is a Series 65 licensed advisor at Integrated Investment Strategies, Inc. in Carmel, IN, with two years of industry experience. Prior to joining the firm, he held roles at Slim Chickens and Planes Moving & Storage, and he completed his education at Purdue University. Integrated Investment Strategies, Inc. provides fee-only investment management and financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach focused on passively managed institutional mutual funds and uses a three-factor model to manage portfolio risk and achieve global diversification.
Curtis R
Series 63
Indianapolis, IN
Integrated Investment Strategies,Inc.
Curtis Robertson is a financial advisor at Integrated Investment Strategies, Inc. in Indianapolis, IN, with 35 years of industry experience. He holds a Series 63 designation and has worked at several firms including Securities America, Inc. and Aurora Securities. Integrated Investment Strategies, Inc. provides fee-only investment management and financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation process focused on passively managed institutional mutual funds and global diversification, managing approximately $69 million for about 103 clients.
Derek R
Series 63, Series 65
Carmel, IN
Integrated Investment Strategies,Inc.
Derek Robertson is a financial advisor at Integrated Investment Strategies, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Securities America Advisors and Money Concepts Capital Corp. He returned to Integrated Investment Strategies in 2025 after previously working there from 2008 to 2019. Integrated Investment Strategies, Inc. provides fee-only investment management and financial planning to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation process focused on passively managed institutional mutual funds and uses a three-factor model to manage portfolio risk and diversification.
