Avery
Hasenauer

Integrated Investment Consultants, LLC

CRD#6535044
Investment Advisor
in Birmingham, MI

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About this Advisor

Avery Hasenauer is a certified financial planner operating in Birmingham, Michigan with a total of 1 year of relevant experience. Hasenauer is an advisor for Integrated Investment Consultants, LLC. Hasenauer has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Cornell University, State Farm, Quicken Loans, Bank Of America, N.A, Spc, Sigma Financial Corporation, Rehmann Financial Network, LLC, Gleaner Financial, Rehmann Capital Advisory Group and Integrated Investment Consultants, LLC. Hasenauer has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan. Integrated Investment Consultants, LLC is a registered investment business based out of Birmingham, MI. It has $780 million in assets under management between its 183 accounts, placing it among the larger firms in the United States by assets under management. Of its 183 accounts, 61% are associated with high-net-worth investors who have more than $1 million in assets. Integrated Investment Consultants, LLC has a broad array of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees vary depending on the financial services. Fees charged by Integrated Investment Consultants, LLC likely include any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

255 E. Brown Street, Suite 200
Birmingham, MI 48009-6208

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Integrated Investment Consultants, LLC Brokerage Details

Total Assets Under Management

$779,631,288

MI Average: $943,424,332
Total Number of Employees

6

MI Average: 21
Total Number of Accounts

183

MI Average: 1,586
Average Account Size

$4,260,280

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Avery Hasenauer Work History

Avery has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Integrated Investment Consultants, LLC

2018 - 2022 (4 years)

Rehmann Financial Network, LLC

2018 - 2022 (4 years)

Rehmann Capital Advisory Group

2017 - 2017 (< 1 year)

Gleaner Financial

2016 - 2017 (1 year)

Spc

2016 - 2017 (1 year)

Sigma Financial Corporation

2015 - 2016 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2016 (1 year)

Bank Of America, N.A

2014 - 2015 (1 year)

State Farm

2013 - 2013 (< 1 year)

Quicken Loans

2011 - 2015 (4 years)

Cornell University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Avery Hasenauer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Integrated Investment Consultants, LLC

Avery Hasenauer
Birmingham, MI
Dena Soule
Birmingham, MI
Todd Wagenberg
Birmingham, MI
Christopher Forte
Birmingham, MI
Matthew Croissant
Birmingham, MI
Jeffrey Petherick
Birmingham, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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