Eric John Seger

Employer firm

Integrated Capital Management CRD 284766

$430M regulatory AUM 27 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2008 → 10/2016
  First Heartland Capital Inc
  Lake St .LOuis, MO
• 11/2016 → Present
  Integrated Capital Management, Llc
  Bloomfield Hills, MI
• 11/2016 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2008-11-19 → 2016-10-31
  First Heartland Consultants, Inc.
  Bloomfield Hills, MI
  Novi, MI
  Bloomfield Hills, MI
• 2005-07-15 → 2008-11-18
  Osaic Fa, Inc.
  Southfield, MI
  Southfield, MI

Other Businesses

1. INTEGRATED CAPITAL MANAGEMENT-INVESTMENT RELATED, RIA - 21 E. LONG LAKE RD., STE 102, BLOOMFIELD HILLS, MI 48304-INVESTMENT ADVISORY-PRINCIPAL 50% OWNER. START 11/2016-160 HRS/MTH-100% DURING TRADING HRS-PRINCIPAL ADVISOR, CERTIFIED FINANCIAL PLANNER, INVESTMENT ADVISORY AND FINANCIAL PLANNING. 2. INSURANCE-INSURANCE SALES-NON-INVESTMENT RELATED, 21 E. LONG LAKE ROAD, SUITE 102, BLOOMFIELD HILLS, MICHIGAN 48304, INSURANCE AGENT-11/2016 TO PRESENT-10 HRS/MTH-8 DURING TRADING HRS-INSURANCE SALES 3. FIRST HEARTLAND CORPORATION-INSURANCE SERVICES-1839 LAKE ST. LOUIS BLVD., LAKE ST. LOUIS, MO 63367-LIFE INSURANCE BROKERAGE-INDEPENDENT CONSULTANT-8/2008-4 HRS/MTH-100% DURING TRADING HRS-SALE OF INSURANCE PRODUCTS 4. INS MED INSURANCE AGENCY-NOT INVESTMENT RELATED-111 BROOKE ST., 3RD FLOOR, SCARSDALE, NY 10583-INSURANCE BROKERAGE-INDEPENDENT CONSULTANT-1/2015-10 HRS/MTH-100% DURING TRADING HRS-DISABILITY INSURANCE SALES 5. LUCIDO MORRIS AGENCY-DISABILITY INSURANCE SALES- 24255 W. 13 MILE RD., STE 250, BINGHAM FARMS, MI 48025-INSURANCE BROKERAGE-INDEPENDENT CONSULTANT-1/2013-10 HRS/MTH-6 RS DURING TRADING HRS-DISABILITY INSURANCE SALES. 6. MICHIGAN STATE UNIVERSITY-NOT INVESTMENT RELATED-ENGINEERING BLVD (428 S SHAW LN), EAST LANSING, MI 48824-EDUCATION- AES BOARD MEMBER-3/2010-1 HR/MTH-0 DURING TRADING HRS-WORKING WITH THE COLLEGE AND THE STUDENTS TO IMPROVE THE PROGRAM. 7. OLDER PERSON'S COMMISSION-NOT INVESTMENT RELATED-650 LETICA DR., ROCHESTER, MI 48307- ACTIVITY CENTER FOR RESIDENTS ABOVE THE AGE OF 50-FINANCIAL PRESENTER-5/2012-2 HRS/MTH-100% DURING TRADING HRS-MONTHLY PRESENTATIONS COVERING A VARIETY OF FINANCIALLY RELATED TOPICS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-10-26

Designations

• Certified Financial Planner