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Todd J Wagenberg

Integrated Investment Consultants, LLC

Bloomfield Hills, MI

CRD 2745479

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Employer firm

Integrated Investment Consultants, LLC CRD 175299

$1.08B regulatory AUM 3 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Integrated Investment Consultants, Llc

40950 Woodward Ave., Suite 350, Bloomfield Hills, MI 48304 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-06-23
  • MI RA
    APPROVED
    Since 2026-06-23

Branch Locations

40950 Woodward Ave., Suite 350, Bloomfield Hills, MI 48304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Integrated Investment Consultants, Llc Birmingham MI 05/2015 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-06-05
S63 Uniform Securities Agent State Law Examination 1996-05-24
  • S65 Uniform Investment Adviser Law Examination
    1996-06-05
  • S63 Uniform Securities Agent State Law Examination
    1996-05-24

View on SEC IAPD

Nearby Firms

ENGLISH CAPITAL MANAGEMENT LLC
SCHWARTZ & CO.
LPL FINANCIAL LLC

Nearby Investors

JANETTE LEIGH SCHAD
ROMAIN HUBERT DUCASSE
Jacob Cole Herman

Nearby Offices

ENGLISH CAPITAL MANAGEMENT LLC · BLOOMFIELD HILLS, MI
SCHWARTZ & CO. · BLOOMFIELD HILLS, MI
GREGORY J. SCHWARTZ & CO., INC. · BLOOMFIELD HILLS, MI

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