Unclaimed Profile

Todd J Wagenberg

INTEGRATED INVESTMENT CONSULTANTS, LLC·BLOOMFIELD HILLS, Michigan

Clean recordINTEGRATED INVESTMENT CONSULTANTS, LLC

40950 WOODWARD AVE., SUITE 350, BLOOMFIELD HILLS, MI 48304CRD# 2745479Firm CRD# 175299

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd J Wagenberg · BLOOMFIELD HILLS, MI

Registration

CRD #2745479 · INTEGRATED INVESTMENT CONSULTANTS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Todd J Wagenberg is a registered financial advisor based in BLOOMFIELD HILLS, Michigan, affiliated with INTEGRATED INVESTMENT CONSULTANTS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

INTEGRATED INVESTMENT CONSULTANTS, LLC

AUM

$721M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INTEGRATED INVESTMENT CONSULTANTS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Other: INSURANCE COMPENSATION

Regulatory

SEC/IARD CRD# 2745479

Firm CRD# 175299

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Todd J Wagenberg offer?

Todd J Wagenberg specializes in Investment Management, Wealth Management. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.

What are Todd J Wagenberg's credentials?

Todd J Wagenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd J Wagenberg located?

Todd J Wagenberg is based in BLOOMFIELD HILLS, Michigan, working with INTEGRATED INVESTMENT CONSULTANTS, LLC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.

How does Todd J Wagenberg charge for services?

Todd J Wagenberg's firm is compensated through percentage of aum, subscription fees, other: insurance compensation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTEGRATED INVESTMENT CONSULTANTS, LLC?

INTEGRATED INVESTMENT CONSULTANTS, LLC has approximately 9 employees and manages $721M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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