Adam Cmejla (CRD# 5454605) is an Investment Advisor Representative working at Integrated Planning & Wealth Management, LLC in Westfield, IN and has over 16 years of experience in the finance industry. Adam Cmejla 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 2020 Money Media LLC | Carmel, IN | Jul 2023 - Current | < 1 |
| Integrated Planning & Wealth Management, LLC | Carmel, IN | Feb 2017 - Current | 7 |
| Integrated Consulting & Advisory Solutions, LLC | Carmel, IN | Sep 2014 - Current | 9 |
| Integrated Planning & Wealth Management, LLC | Carmel, IN | Nov 2011 - Current | 12 |
| Various Insurance Carriers | Indianapolis, IN | Apr 2008 - Sep 2018 | 10 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Dec 2011 - Mar 2017 | 5 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Dec 2011 - Jan 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2008 |
- IL
- IN
- KS
- LA
- MN
- OH
- TX
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts393ACCOUNTS
-
Average Account Value$173,337
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IL, IN, KS, LA, MN, OH, TX, WI
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