Bloomington, United States
Integrated Equity Management (IEM) has been providing comprehensive financial planning advice since its founding in 1984 by Ted Smith. The company's slogan, "Clients First. Always.", reflects its commitment to prioritizing the needs of individuals, multi-generational families, and closely-held businesses.
IEM's approach focuses on building and implementing forward-looking financial strategies with a team that encompasses expertise in investment analytics, financial planning, retirement planning, small business transition, and more. The unifying characteristic of each team member is their dedication to helping clients, ensuring that a collection of skills and knowledge is applied to every unique situation.
The firm's products and services are carefully selected to meet strict due diligence criteria and are client-focused, offering a sufficient diversity of solutions. IEM's Private Wealth Managers construct tailored implementation plans for each client, aligning efforts with legal and tax advisors to achieve clients' goals.
Securities and advisory services offered through Commonwealth Financial Network®, with fixed insurance products and services separate from and not offered through the network. The firm operates from 7900 International Drive Suite 405, Bloomington, MN 55425, United States.
While the details of the company's last investment and its investors are not available, IEM continues to maintain its position as a trusted wealth management firm, prioritizing client-centric approaches and a team-based model to deliver comprehensive financial planning services.
