In 1984, Ted Smith co-founded IEM as he saw a need to help individuals, multi-generational families, & closely-held businesses reach their financial goals by providing comprehensive financial planning through an advice-based relationship.
Today, IEM is a trusted wealth management firm that builds and implements forward-looking financial strategies that have both breadth & depth. As a member of our clients’ professional team, we coordinate with legal & tax advisors so that our combined efforts are aligned & designed to achieve our clients’ goals.
IEM’s thoughtfully assembled team includes professionals with expertise in investment analytics, financial planning, retirement planning, small business transition, & more. A unifying characteristic of each team member is a dedication to helping our clients. Our team-based approach ensures that the collection of skills and knowledge at IEM is applied to every client’s unique situation.
The products and services we use are also client-focused, carefully selected to meet our strict due diligence criteria. It is critical that our array of solutions, in addition to meeting our high standards, contains sufficient diversity so our Private Wealth Managers can construct just the right implementation plan for each client.
Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. 7900 International Drive Suite 405, Bloomington, MN 55425. United States. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.htm
Company Details
- Employees
- 15
- Founded
- -
- Address
- 7900 International Dr,
- Phone
- +1-952-854-5544
- ie****@****ity.net
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- integratedequity.net
- Keywords
- Financial planning, investment management, risk management, retirement planning, retirement income planning, estate planning, business exit planning.
- HQ
- Bloomington, Minnesota
Integrated Equity Management Questions
Integrated Equity Management's helpline number is +1-952-854-5544
Integrated Equity Management's website is integratedequity.net
Integrated Equity Management's LinkedIn profile is https://www.linkedin.com/company/integrated-equity-management
Integrated Equity Management has
15 employees.
View email and phone details for 15
employees at Integrated Equity Management.
Integrated Equity Management's industry is
Financial Services
Integrated Equity Management's top competitors are
Weinstein Wilkes Financial Group,
Tmt Advisory,
Revive Consulting+,
Delgado Private Wealth Management,
Retirement Help Group,
Commonwealth Financial Network,
Thrivent,
Boston Wealth Strategies,
Allegiant Property Management Llc,
Rinaldi Wealth Management.
Integrated Equity Management's support email address is iemi@integratedequity.net
Integrated Equity Management's categories are Financial Services
Integrated Equity Management's founding year is 1984
