CRD Number: 5345272
Current Firm: Integrated Capital Management
Compensation Model: Both
Brian Franke (CRD# 5345272) is an Investment Advisor Representative and has over 10 years of experience in the finance industry. Brian Franke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Brian holds the position as Principal at Integrated Capital Management which is a Registered Investment Advisory (RIA) firm. He has extensive personal and professional experience in the realm of retirement planning for business owners, physicians, attorneys, corporate executives, and high net worth individuals.
His focus is to help individuals become goal-oriented in their thinking and to create plans that utilize financial strategies and portfolio investments to work towards achieving those goals. From strategic planning for accomplishing long-term goals, to succession planning and wealth transfer, he brings a breadth of knowledge to the table, which encourages creative thought and truly independent solutions.
Brian has many years of experience in finance, leadership, and wealth management, most recently as a Financial Planner at UBS Financial Services. Previously, Brian held several financial leadership positions in various departments within Ford Motor Company, where he developed the skills for budgeting, forecasting, and financial planning. While working at Ford, Brian was awarded for his performance and expertise with an overseas assignment in Japan and a Corporate Fellowship.
With clients in more than 17 states, with needs ranging from income tax planning to sophisticated estate planning and money management, Brian has developed an extensive network of attorneys, and accountants with whom he works with closely on implementing advanced planning strategies.
Pathway Financial Planning
Plante Moran Financial Advisors
Tamma Capital LLC
|Integrated Capital Management||Bloomfield Hills, MI||Nov 2010 - Current||7|
|First Heartland Capital Inc.||Lake St Louis, MO||Jun 2009 - Oct 2016||7|
|UBS Financial Services Inc.||Troy, MI||Sep 2007 - May 2009||1|
|Lincoln Financial Advisors||Southfield, MI||Jun 2007 - Sep 2007||< 1|
|Ford Motor Company||Dearborn, MI||Jul 1996 - Sep 2007||11|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Jun 2007|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management82MILLIONS
Total Number of Accounts767ACCOUNTS
Average Account Value$106,692
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MI, TX
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