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Todd J Wagenberg

Integrated Investment Consultants, LLC

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About Todd J Wagenberg

Todd Wagenberg is a financial professional with over two decades of experience in the investment industry. Todd has a strong background in various financial services areas, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Todd is currently registered with Integrated Investment Consultants, LLC in Bloomfield Hills, MI.

Firm Information

Todd Wagenberg 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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Todd Wagenberg’s Registration & Firm History

MI

01/01/2025 - Present

Integrated Investment Consultants, LLC (BLOOMFIELD HILLS MI)

MI

07/01/2003 - 05/27/2015

WELLS FARGO ADVISORS, LLC (BIRMINGHAM MI)

NY

06/11/1996 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/05/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/24/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/27/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/2003

Series 3 - National Commodity Futures Examination

BC

Issued 05/22/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd J Wagenberg.
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