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Adam David erffmeyer Braatz

Integrated Investment Consultants, LLC

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About Adam David erffmeyer Braatz

Adam Braatz is an Investment Advisor Representative at Integrated Investment Consultants, LLC, where Adam has been employed since January 1, 2025. Adam's primary office is located in Bloomfield Hills, MI. Adam has a Series 66 license which was issued on November 20, 2018. Prior to Adam's current role at Integrated Investment Consultants, LLC, Adam worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from October 1, 2018 to July 7, 2023. Adam also has a Series 7 and SIE license.

Firm Information

Adam Braatz is currently registered with Integrated Investment Consultants, LLC. Integrated Investment Consultants, LLC is an investment advisor based in Bloomfield Hills, MI. The firm manages over $720 million in assets for a variety of clients, including high-net-worth individuals, charitable organizations, and corporations. Their services include portfolio management, pension consulting, and selection of other advisors.
Integrated Investment Consultants, LLC

40950 WOODWARD AVE., SUITE 350

BLOOMFIELD HILLS, MI 48304

$720.84M

Assets Under Management

3

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Insurance compensation

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Adam Braatz’s Registration & Firm History

MI

01/01/2025 - Present

Integrated Investment Consultants, LLC (BLOOMFIELD HILLS MI)

MI

10/01/2018 - 07/07/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)

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Licenses & Designations

BOTH

Issued 11/20/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam David erffmeyer Braatz.
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