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RIA / WealthAdvisor23 years in industry

JOSEPH A WEBER

Advisor at INTEGRATED FINANCIAL SOLUTIONS, PLLC

MESA, AZ | Wauwatosa, WI

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Search this name across graphsid dfx:ria:06ab0d40-12f3-423a-5a3a-6ddd0880a48a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 29, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INTEGRATED FINANCIAL SOLUTIONS, PLLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 17, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S63|S65|S66
First exam: Oct 17, 2002
First registration: Aug 29, 2006
Dual registered: no
Other names: JOE A WEBER
IAPD individual key: 4556745

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INTEGRATED FINANCIAL SOLUTIONS, PLLC	State registered	Jan 18, 2018	n/a	yes	Wauwatosa, WI\|MESA, AZ	Current employment
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Dec 1, 2015	May 5, 2017	no	PHOENIX, AZ	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jul 17, 2015	Nov 27, 2015	no	TEMPE, AZ\|SCOTTSDALE, AZ\|Tempe, AZ	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Oct 12, 2010	Aug 18, 2015	no	PHOENIX, AZ\|TEMPE, AZ	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Aug 29, 2006	Feb 6, 2008	no	PHOENIX, AZ\|Scottsdale, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VOYA FINANCIAL ADVISORS, INC.	INTEGRATED FINANCIAL SOLUTIONS, PLLC	May 5, 2017	Jan 18, 2018	258	Firm change	Other
OSAIC FA, INC.	VOYA FINANCIAL ADVISORS, INC.	Nov 27, 2015	Dec 1, 2015	4	Firm change	Other
PRINCIPAL SECURITIES, INC.	OSAIC FA, INC.	Aug 18, 2015	Jul 17, 2015	-32	Firm change after gap	Other
MML INVESTORS SERVICES, LLC	PRINCIPAL SECURITIES, INC.	Feb 6, 2008	Oct 12, 2010	979	Firm change after gap	Other

Relationships

Registered with (5)

→ INTEGRATED FINANCIAL SOLUTIONS, PLLCRegistered adviserregistration: current employment
Jan 18, 2018 to presentfactForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Dec 1, 2015 to May 5, 2017factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jul 17, 2015 to Nov 27, 2015factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Oct 12, 2010 to Aug 18, 2015factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Aug 29, 2006 to Feb 6, 2008factForm ADV

Dated events

No dated event names this entity yet.