# Daniel Lubs

> Daniel Lubs is a fee-only financial advisor at Integrated Investment Strategies in Carmel, Indiana, who holds the CFP credential. Daniel focuses on retirement planning, estate & legacy planning and small business owners. Integrated Investment Strategies reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-lubs/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Integrated Investment Strategies
- **Based in:** Carmel, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $104.5M across 334 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **CRD:** 7032080 (https://adviserinfo.sec.gov/individual/summary/7032080)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 63 (2020), Series 65 (2022)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.integratedinvestments.com

## Frequently asked questions

### Is Daniel Lubs a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Integrated Investment Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, Integrated Investment Strategies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Daniel Lubs based?

Daniel Lubs is based in Carmel, Indiana.

### What does Daniel specialize in?

Daniel's specialties include retirement planning, estate & legacy planning and small business owners.

### What credentials does Daniel Lubs hold?

Daniel Lubs holds the CFP credential.

### Is Daniel Lubs registered with the SEC?

Yes. Daniel Lubs is registered as an investment adviser representative in IN (CRD 7032080), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Integrated Investment Strategies manage?

Integrated Investment Strategies reports $104.5M across 334 accounts in assets under management.

### How do I contact Daniel Lubs?

Through Daniel's website, www.integratedinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7032080): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://integratedinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.