Brian
Franke
Integrated Capital Management
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About this Advisor
Brian Franke is a certified financial planner who works in Bloomfield Hills, Michigan, with a total of 7 years of relevant experience. Franke is an employee of Integrated Capital Management. Over the course of their career, Franke has held roles at First Heartland Capital Inc, Integrated Capital Management, LLC and Purshe Kaplan Sterling Investments. Franke maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan. Integrated Capital Management is a financial advisory firm based in Bloomfield Hills, MI. It has $211 million in assets under management between its 1,648 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,648 customer accounts, 24% are held by high-net-worth investors who have more than $1 million in investable assets. The business has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on the type of financial services offered. However, fee types charged by Integrated Capital Management may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Capital Management Brokerage Details
$211,168,808
6
1,648
$128,136
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Brian Franke Work History
Brian has been registered as a financial advisor for 7 years.*
Integrated Capital Management, LLC
Purshe Kaplan Sterling Investments
First Heartland Capital Inc
*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 Brian Franke 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 Capital Management
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, MI
Bloomfield Hills, 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.
