Adam Cmejla, financial advisor Carmel IN
96 score

Adam Cmejla

CRD Number: 5454605
Current Firm: Integrated Planning & Wealth Management, LLC

Adam Cmejla (CRD# 5454605) is an Investment Advisor Representative working at Integrated Planning & Wealth Management, LLC in Carmel, IN and has over 10 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.

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Professional Designations
Company Name Location Dates Years
Integrated Planning & Wealth Management, LLC Carmel, IN Jan 2017 - Current 1
Integrated Consulting & Advisory Solutions, LLC Carmel, IN Sep 2014 - Current 3
Integrated Planning & Wealth Management, LLC Carmel, IN Nov 2011 - Current 6
Various Insurance Carriers Indianapolis, IN Apr 2008 - Current 9
Cambridge Investment Research Advisors, Inc. Fairfield, IA Dec 2011 - Mar 2017 5
Cambridge Investment Research, Inc. Fairfield, IA Dec 2011 - Jan 2017 5
Waddell & Reed, Inc. Indianapolis, IN Mar 2008 - Dec 2011 3
Baxter Pharmaceutical Solutions Bloomington, IN Jul 2007 - Mar 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Adam F. Cmejla
Phone Number: 317-706-4748
Registered State(s):
  • IN
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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