Integrated Equity Management
Financial Services • 
Bloomington, Minnesota, United States • 11-20 Employees
Company overview
| Headquarters | 7900 International Dr, Suite 405, Bloomington, Minnesota 55425, US |
| Phone number | +19528546335 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Management, Estate Planning, Retirement Planning, Risk Management, Financial Planning, Retirement Income Planning, Business Exit Planning |
| Founded | 1984 |
| Employees | 11-20 |
| Socials |
Key Contact at Integrated Equity Management
Megan Kiel
Vice President of Operations
Integrated Equity Management Email Formats
Integrated Equity Management uses 2 email formats. The most common is {first name} (e.g., john@integratedequity.net), used 72.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@integratedequity.net | 72.7% |
{first initial} | j@integratedequity.net | 27.3% |
About Integrated Equity Management
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
Integrated Equity Management revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Integrated Equity Management has 9 employees across 4 departments.
Departments
Number of employees
Funding Data
Integrated Equity Management has never raised funding before.
Integrated Equity Management Tech Stack
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Frequently asked questions
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