Integrated Equity Management

Financial ServicesMinnesota, United States11-50 Employees

Integrated Equity Management (IEM) is a financial services firm that develops and implements forward-looking wealth strategies for individuals, multi-generational families, and closely-held businesses. The firm emphasizes an advisory-based relationship, coordinating with clients’ legal and tax professionals to align efforts toward defined financial goals, and it builds a team-driven approach to apply a broad range of expertise to each client’s unique situation. Based in Bloomington, Minnesota, IEM maintains a client-centric set of services and carefully selected solutions to ensure diverse, appropriate implementation options through its private wealth management framework. A notable recent development is the addition of Elise Hartwig, CFP, as a financial advisor, reflecting ongoing expansion of its advisory staff. The company describes itself as a trusted wealth management firm focused on comprehensive planning, investment analytics, retirement planning, small business transition, and related areas, operating within the broader financial services sector and collaborating with Commonwealth Financial Network as its custodian and platform provider.

Sign up for free to view info

Email Format Employee directory