Eric J. Seger
INTEGRATED CAPITAL MANAGEMENT
Bloomfield Hills, MI 48304
Some features on this profile are disabled
CRD#: 4213246
Professional summary
Eric John Seger, CFP® is a registered financial advisor currently at INTEGRATED CAPITAL MANAGEMENT located in Bloomfield Hills, Michigan.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Eric has worked at 6 firms and has passed the Series 63, Series 99TO, SIE 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.
1. INTEGRATED CAPITAL MANAGEMENT-INVESTMENT RELATED, RIA - 21 E. LONG LAKE RD., STE 102, BLOOMFIELD HILLS, MI 48304-INVESTMENT ADVISORY-PRINCIPAL 50% OWNER. START 11/2016-160 HRS/MTH-100% DURING TRADING HRS-PRINCIPAL ADVISOR, CERTIFIED FINANCIAL PLANNER, INVESTMENT ADVISORY AND FINANCIAL PLANNING. 2. INSURANCE-INSURANCE SALES-NON-INVESTMENT RELATED, 21 E. LONG LAKE ROAD, SUITE 102, BLOOMFIELD HILLS, MICHIGAN 48304, INSURANCE AGENT-11/2016 TO PRESENT-10 HRS/MTH-8 DURING TRADING HRS-INSURANCE SALES 3. FIRST HEARTLAND CORPORATION-INSURANCE SERVICES-1839 LAKE ST. LOUIS BLVD., LAKE ST. LOUIS, MO 63367-LIFE INSURANCE BROKERAGE-INDEPENDENT CONSULTANT-8/2008-4 HRS/MTH-100% DURING TRADING HRS-SALE OF INSURANCE PRODUCTS 4. INS MED INSURANCE AGENCY-NOT INVESTMENT RELATED-111 BROOKE ST., 3RD FLOOR, SCARSDALE, NY 10583-INSURANCE BROKERAGE-INDEPENDENT CONSULTANT-1/2015-10 HRS/MTH-100% DURING TRADING HRS-DISABILITY INSURANCE SALES 5. LUCIDO MORRIS AGENCY-DISABILITY INSURANCE SALES- 24255 W. 13 MILE RD., STE 250, BINGHAM FARMS, MI 48025-INSURANCE BROKERAGE-INDEPENDENT CONSULTANT-1/2013-10 HRS/MTH-6 RS DURING TRADING HRS-DISABILITY INSURANCE SALES. 6. MICHIGAN STATE UNIVERSITY-NOT INVESTMENT RELATED-ENGINEERING BLVD (428 S SHAW LN), EAST LANSING, MI 48824-EDUCATION- AES BOARD MEMBER-3/2010-1 HR/MTH-0 DURING TRADING HRS-WORKING WITH THE COLLEGE AND THE STUDENTS TO IMPROVE THE PROGRAM. 7. OLDER PERSON'S COMMISSION-NOT INVESTMENT RELATED-650 LETICA DR., ROCHESTER, MI 48307- ACTIVITY CENTER FOR RESIDENTS ABOVE THE AGE OF 50-FINANCIAL PRESENTER-5/2012-2 HRS/MTH-100% DURING TRADING HRS-MONTHLY PRESENTATIONS COVERING A VARIETY OF FINANCIALLY RELATED TOPICS.
CRS (Client Relationship Summary) - RIA
Click below to view Eric John Seger'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®
CFP®
Start date: 2004
Experience
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 - August 1, 2023
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Bloomfield Hills, MI
Past
November 19, 2008 - October 31, 2016
FIRST HEARTLAND CONSULTANTS, INC.
RIA
CRD#: 110377
BLOOMFIELD HILLS, MI
Past
November 14, 2008 - October 31, 2016
FIRST HEARTLAND CAPITAL, INC.
BD
CRD#: 32460
BLOOMFIELD HILLS, MI
Past
July 15, 2005 - November 18, 2008
OSAIC FA, INC.
RIA
CRD#: 3978
SOUTHFIELD, MI
Past
September 22, 2000 - April 1, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
SOUTHFIELD, MI
Past
September 22, 2000 - November 18, 2008
OSAIC FA, INC.
BD
CRD#: 3978
SOUTHFIELD, MI
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)
IAR
Texas(4/18/2017)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
