Managing Partner · Integrated Investment Consultants, LLC
Todd J Wagenberg
CRD 2745479 · Named on Form ADV at one SEC-registered adviser
At a glance
Integrated Investment Consultants, LLC, an SEC-registered wealth manager based in Bloomfield Hills, MI with $1.1 billion in regulatory assets, lists Todd J Wagenberg on its Form ADV as Managing Partner, a control person.
Firms and roles
- Integrated Investment Consultants, LLCManaging PartnerWealth manager · Bloomfield Hills, MI · $1.1B in regulatory assets
AtlasMembers
Todd’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Todd’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Dena SouleManaging Partner CCO, Integrated Investment Consultants, LLC
- Christopher A. ForteManaging Partner, Integrated Investment Consultants, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Todd’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.