Integrated Capital Management
Integrated Capital Management (CRD# 284766) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $283,158,011 in 1,768 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management283MILLION
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Total Number of Accounts1,768ACCOUNTS
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Average Account Value$160,157
- 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, LA, MI, NC, NH, OH, TX
Kenneth Coe (CRD# 814738) is an Investment Advisor Representative working at Integrated Capital Management in Bloomfield Hills, MI and has over 38 years of experience in the finance industry.
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.
Cathy Navarreross (CRD# 1649922) is an Investment Advisor Representative working at Integrated Capital Management in Bloomfield Hills, MI and has over 34 years of experience in the finance industry.
Eric Seger (CRD# 4213246) is an Investment Advisor Representative working at Purshe Kaplan Sterling Investments (CRD#35747) in Bloomfield Hills, MI and has over 18 years of experience in the finance industry. Eric Seger 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.
John Devine (CRD# 7505143) is an Investment Advisor Representative working at Integrated Capital Management in Bloomfield Hills, MI and has 1 year of experience in the finance industry.