Brian R. Franke
INTEGRATED CAPITAL MANAGEMENT
Bloomfield Hills, MI 48304
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CRD#: 5345272
Professional summary
Brian Robert Franke, CFP® is a registered financial advisor currently at INTEGRATED CAPITAL MANAGEMENT located in Bloomfield Hills, Michigan.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Brian has worked at 6 firms and has passed the Series 66, 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 SUITE 102. BLOOMFIELD HILLS, MI 48304. INVESTMENT ADVISORY. PRINCIPAL, 50% OWNER. START 11/1/2016. 160 HOURS/MONTH, 160 DURING TRADING. PRINCIPAL OWNER, PRIVATE WEALTH ADVISOR. INVESTMENT ADVISORY AND FINANCIAL PLANNING.
2) PKSF INSURANCE SALES. 18 CORPORATE WOODS BLVD. 4TH FLOOR. ALBANY NY 12211. INSURANCE BROKERAGE. INDEPENDENT CONSULTANT. START 11/2016. 10 HOURS/MONTH, 8 DURING TRADING. INSURANCE SALES.
3) FIRST HEARTLAND CORPORATION. INSURANCE SERVICES. 1839 LAKE BLVD. ST LOUIS, MO 63367. LIFE INSURANCE BROKERAGE. INDEPENDENT CONSULTANT. 6/2009. 10 HOURS/MONTH, 10 DURING TRADING. SALES OF INSURANCE PRODUCTS.
4) INSMED INSURANCE AGENCY. DISABILITY INSURANCE SALES. 111 BROOKE ST 3RD FLOOR SCARSDALE, NY 10583. INSURANCE BROKERAGE. INDEPENDENT CONSULTANT. START 1/2015. 10 HOURS/MONTH, 10 HOURS DURING TRADING. DISABILITY INSURANCE SALES.
5) LUCIDO MORRIS AGENCY DISABILITY INSURANCE SALES. 24255 W 13 MILE RD. SUITE 250. BINGHAM FARMS MI 48025. BROKERAGE OF DI INSURANCE. INDEPENDENT CONSULTANT. START 1/2013. 10 HOURS/MONTH, 10 DURING TRADING. DISABILITY INSURANCE SALES.
6) MICHIGAN STATE UNIVERSITY. NOT INVESTMENT RELATED 811 W. SQUARE LAKE RD. TROY MI 48098. EDUCATION. BROAD EXECUTIVE BOARD MEMBER. START 9/2014. 2 HOURS/MONTH, 1 DURING TRADING. BOARD MEMBER TO SETUP ANNUAL MEETING.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Robert Franke'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: 2012
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 - May 22, 2020
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Bloomfield Hills, MI
Past
October 23, 2009 - October 31, 2016
FIRST HEARTLAND CONSULTANTS, INC.
RIA
CRD#: 110377
BLOOMFIELD HILLS, MI
Past
June 1, 2009 - October 31, 2016
FIRST HEARTLAND CAPITAL, INC.
BD
CRD#: 32460
BLOOMFIELD HILLS, MI
Past
September 25, 2007 - May 13, 2009
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
TROY, MI
Past
September 25, 2007 - May 13, 2009
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
TROY, MI
Past
June 22, 2007 - September 24, 2007
OSAIC FA, INC.
RIA
CRD#: 3978
SOUTHFIELD, MI
Past
June 6, 2007 - September 24, 2007
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)
Exams
State Security Law 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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