Unclaimed Profile

Todd J Wagenberg

INTEGRATED INVESTMENT CONSULTANTS, LLC·BLOOMFIELD HILLS, Michigan

SIE, Series 3, Series 7, Series 63, Series 65Clean record20 years registeredINTEGRATED 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 · 20 years registered

Brand Profile

Not yet started

Career History

INTEGRATED INVESTMENT CONSULTANTS, LLC

May 2015 – present

WELLS FARGO ADVISORS, LLC

Apr 2006 – May 2015

BIRMINGHAM, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · April 24, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTEGRATED INVESTMENT CONSULTANTS, LLC

CRD 175299 · SEC 801-96228

AUM

$721M

Regulatory assets under management

Employees

202 client accounts

Services offered by INTEGRATED INVESTMENT CONSULTANTS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at INTEGRATED INVESTMENT CONSULTANTS, LLC →

Introduction

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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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