CN
Cathy A. Navarreross
INTEGRATED CAPITAL MANAGEMENT
Bloomfield Hills, MI 48304
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CRD#: 1649922
CN
Professional summary
Cathy Ann Navarreross, who also goes by Cathy A Navarre, Cathy Ann Navarre, Cathy Navarreross, Cathy Ann Ross, is a registered financial advisor currently at INTEGRATED CAPITAL MANAGEMENT located in Bloomfield Hills, Michigan.
Cathy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Cathy has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cathy A Navarre | Cathy Ann Navarre | Cathy Navarreross | Cathy Ann Ross
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) INTEGRATED CAPITAL MANAGEMENT; INVESTMENT RELATED; 21 E. LONG LAKE RD. #102 BLOOMFIELD HILLS, MI 48304; FINANCIAL PLANNING, INVESTMENT ADVISING; FINANCIAL ADVISOR; 11/2016; 120 HOURS/MONTH
2) INTEGRATED CAPITAL MANAGEMENT, FIXED INSURANCE SALES; NOT INVESTMENET RELATED; 21 E. LONG LAKE RD. #102 BLOOMFIELD HILLS, MI 48304; SALE AND DISTRIBUTION OF INSURNACE; AGENT; 2/2011; 15 HOURS/MONTH
3) YOUNG LIVING ESSENTIAL OILS; NOT INVESTMENET RELATED; 3591 COREY LN LAPEER, MI 48446; DISTRIBUTION OF ESSENTIAL OILS; DISTRIBUTOR; 04/2013; 8 HOURS/MONTH
4) S AND C LANDING LLC; NOT INVESTMENT RELATED; 3591 COREY LN LAPEER, MI 48446; VACATION RENTAL PROPERTY; AGENT OF RECORD; 01/2015; 5 HOURS/MONTH
5) COREY LANE ESTATES; NOT INVESTMENT RELATED; 3591 COREY LANE LAPEER, MI 48446; NEIGHBORHOOD ASSOCIATION; TREASURES; 09/2012; 1 HOUR/MONTH
6)LIONS CLUB HADLEY, MI; NOT INVESTMENT RELATED; 3551 S. HADLEY RD. HADLEY, MI 48440; CHARITABLE; VICE PRESIDENT; 2012; 6 HOURS/MONTH
7)PRODUCERS CHOICE NETWORK; NOT INVESTMENT RELATED; 1152 E. LONG LK RD. TROY, MI 48085; MARKETING AND SALES OF FIXED LIFE AND ANNUITIES; PRODUCER; 2009; 10 HOURS/MONTH
8) PKS Financial Services. Not Investment Related. 21 East Long Lake Road, Suite 102, Bloomfield, MI 48446. Fixed Insurance. Agent. 11/2016. 5 Hrs/Mo; All During Trading Hours. Offer Fixed Insurance Solutions to Clients.
CRS (Client Relationship Summary) - RIA
Click below to view Cathy Ann Navarreross's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 1, 2016 - Present
INTEGRATED CAPITAL MANAGEMENT
Office #1: 21 E. Long Lake Road Suite 102, Bloomfield Hills, MI 48304RIA
CRD#: 284766
Bloomfield Hills, MI
Past
November 1, 2016 - October 7, 2020
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Bloomfield Hills, MI
Past
May 4, 2010 - October 31, 2016
FIRST HEARTLAND CONSULTANTS, INC.
RIA
CRD#: 110377
BLOOMFIELD HILLS, MI
Past
June 2, 2009 - October 31, 2016
FIRST HEARTLAND CAPITAL, INC.
BD
CRD#: 32460
BLOOMFIELD HILLS, MI
Past
June 1, 1998 - June 2, 2009
OSAIC FA, INC.
BD
CRD#: 3978
SOUTHFIELD, MI
Past
May 30, 1989 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IC
INTEGRATED CAPITAL MANAGEMENT
INTEGRATED CAPITAL MANAGEMENT | INTEGRATED CAPITAL MANAGEMENT LLC
CRD#: 284766 / SEC#: 801-112907
RIA
Registered Investment Advisory firm - (4/25/2018 Approved)California
Registered Investment Advisory firm - (8/9/2018 Terminated)Florida
Registered Investment Advisory firm - (7/10/2018 Terminated)Michigan
Registered Investment Advisory firm - (7/11/2018 Terminated)Texas
Registered Investment Advisory firm - (7/10/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(11/1/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IC
INTEGRATED CAPITAL MANAGEMENT
INTEGRATED CAPITAL MANAGEMENT | INTEGRATED CAPITAL MANAGEMENT LLC
CRD#: 284766 / SEC#: 801-112907
RIA
Registered Investment Advisory firm - (4/25/2018 Approved)California
Registered Investment Advisory firm - (8/9/2018 Terminated)Florida
Registered Investment Advisory firm - (7/10/2018 Terminated)Michigan
Registered Investment Advisory firm - (7/11/2018 Terminated)Texas
Registered Investment Advisory firm - (7/10/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
21 E. Long Lake Road Suite 102, Bloomfield Hills, MI 48304
Mailing Address
Phone number
(248) 593-8900
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,895 |
| AUM (Assets Under Management) | $ 367,640,688 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INTEGRATED CAPITAL MANAGEMENT
CRD#: 284766Bloomfield Hills, MI 48304TRUST BUT VERIFY
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Contact information
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