Integrated Equity Management Joins Commonwealth Financial Network®
Aug. 21, 2018
WALTHAM, Mass.--(BUSINESS WIRE)--Aug 21, 2018--Commonwealth Financial Network ®, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, announces the addition of Integrated Equity Management (IEM) of Bloomington, Minnesota, to its network of independent financial advisors. Formerly affiliated with Securian Financial Services, Ted Smith, president and CEO, and his team bring with them more than $700 million in client assets.
Integrated Equity Management is a wealth management firm specializing in comprehensive financial planning, investment management, and retirement planning. For 35 years, IEM has provided tailored advice for professionals, retirees, business owners, and high-net-worth families to meet their unique financial goals. With approximately 700 clients, the team prides itself on maintaining a high-touch, client-first practice. For more information about the firm, visit www.integratedequity.net.
“Partnering with Commonwealth means our firm remains independent, too—with the freedom to access the right strategies and solutions for each unique client’s need,” said Ted Smith. “It’s a model that supports our philosophy of always putting the client first. Commonwealth’s continued investment in industry-leading technology means our clients will benefit from greater efficiencies, a singular digital experience, and streamlined workflow—benefits that also give our firm a competitive advantage.”
“We are pleased to welcome Integrated Equity Management to our network of independent financial advisors dedicated to providing indispensable service to their clients,” said Andrew Daniels, managing principal, business development. “By partnering with Commonwealth and joining its community of like-minded advisors, Integrated Equity Management demonstrates their commitment to an exceptional client service experience that integrates the knowledge of tenured, industry experts and industry-leading, client-facing technology, tools, and resources.”
About Commonwealth Financial Network Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Five Times in a Row.” The firm supports approximately 1,800 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, and 2018 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit .
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View source version on businesswire.com:https://www.businesswire.com/news/home/20180821005400/en/
CONTACT: Commonwealth Financial Network
Jacquelyn Marchand, 781-736-7980, x9584
Senior Manager, Media Relations
KEYWORD: UNITED STATES NORTH AMERICA MASSACHUSETTS MINNESOTA
INDUSTRY KEYWORD: PROFESSIONAL SERVICES FINANCE
SOURCE: Commonwealth Financial Network
Copyright Business Wire 2018.
PUB: 08/21/2018 08:48 AM/DISC: 08/21/2018 08:49 AM