Michael W. Reffeitt

INTEGRATED CAPITAL MANAGEMENT COMPANY

LAFAYETTE, IN

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CRD#: 2669524

Professional summary

Michael W Reffeitt is a registered financial advisor currently at INTEGRATED CAPITAL MANAGEMENT COMPANY, INC. located in Lafayette, Indiana.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Michael has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

PURDUE UNIVERSITY (LECTURER)(WORK APPROX. 50 HOURS PER MONTH WITH 30 HOURS PER MONTH DURING TRADING HOURS)....ALL CLASSES INCLUDING FINANCE, ECONOMICS AND ACCOUNTING ACT AS A SOURCE OF SOLID CONTINUING EDUCATION (RE-FAMILIARIZATION) FOR THE SECURITIES INDUSTRY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael W Reffeitt'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®

None

Experience

Current

January 14, 1999 - Present

INTEGRATED CAPITAL MANAGEMENT COMPANY, INC.

RIA

CRD#: 119658

LAFAYETTE, IN

Past

December 12, 1995 - August 6, 1996

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

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

Indiana
(1/14/1999)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/22/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/5/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/11/1995

General Securities Representative Examination

Current Firm

INTEGRATED CAPITAL MANAGEMENT COMPANY, INC.

INTEGRATED CAPITAL MANAGEMENT COMPANY, INC. | INTEGRATED CAPITAL MANAGEMENT COMPANY, INC..

CRD#: 119658 / SEC#:

Indiana

Registered Investment Advisory firm - (4/30/1997 Approved)

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Contact information

Main Address

Lafayette, IN

Mailing Address

Phone number

(765) 427-0245

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 1,727,402

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael W. Reffeitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael W Reffeitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRATED CAPITAL MANAGEMENT COMPANY, INC.

QUEST CAPITAL STRATEGIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/22/1998

Series 63

Date: 1/5/1996

Series 7

Date: 12/11/1995

Current Firm

INTEGRATED CAPITAL MANAGEMENT COMPANY, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRATED CAPITAL MANAGEMENT COMPANY, INC.

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