AC
Adam F. Cmejla
INTEGRATED PLANNING & WEALTH MANAGEMENT
Westfield, IN
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CRD#: 5454605
AC
Professional summary
Adam Frank Cmejla, CFP® is a registered financial advisor currently at INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC located in Westfield, Indiana.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Adam has worked at 4 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.
INTEGRATED CONSULTING & ADVISORY SOLUTIONS, LLC not investment-related 11495 N Pennsylvania St, Ste 120, Carmel, IN 46032 business consulting Owner 9/19/2014 5 hours per week 3 hours per week during trading Provide workflow and CRM systems as well as coaching and consulting to other financial services firms. 2020 MONEY MEDIA LLC not investment-related 11495 N Pennsylvania St, Ste 120, Carmel, IN 46032 media production Owner 7/3/2023 8 hours per month 4 hours per month during trading Produce educational and informational content and resources to support a financial literacy podcast for optometrists and optometric private practice owners.
CRS (Client Relationship Summary) - RIA
Click below to view Adam Frank Cmejla'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: 2015
Experience
Current
January 9, 2025 - Present
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
RIA
CRD#: 286151
Westfield, IN
Past
February 21, 2017 - December 31, 2024
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
RIA
CRD#: 286151
WESTFIELD, IN
Past
December 1, 2011 - March 14, 2017
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
CARMEL, IN
Past
December 1, 2011 - December 31, 2016
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
CARMEL, IN
Past
March 25, 2008 - December 13, 2011
WADDELL & REED
RIA
CRD#: 866
INDIANAPOLIS, IN
Past
March 4, 2008 - December 13, 2011
WADDELL & REED
BD
CRD#: 866
INDIANAPOLIS, IN
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".
IP
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
CRD#: 286151 / SEC#: 801-130748
RIA
Registered Investment Advisory firm - (7/24/2024 Approved)Illinois
Registered Investment Advisory firm - (8/19/2024 Terminated)Indiana
Registered Investment Advisory firm - (8/21/2024 Terminated)Kansas
Registered Investment Advisory firm - (8/19/2024 Terminated)Louisiana
Registered Investment Advisory firm - (8/19/2024 Terminated)Minnesota
Registered Investment Advisory firm - (8/20/2024 Terminated)Ohio
Registered Investment Advisory firm - (8/19/2024 Terminated)Texas
Registered Investment Advisory firm - (8/19/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (8/19/2024 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
Indiana(1/9/2025)
IAR
Texas(1/9/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IP
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
CRD#: 286151 / SEC#: 801-130748
RIA
Registered Investment Advisory firm - (7/24/2024 Approved)Illinois
Registered Investment Advisory firm - (8/19/2024 Terminated)Indiana
Registered Investment Advisory firm - (8/21/2024 Terminated)Kansas
Registered Investment Advisory firm - (8/19/2024 Terminated)Louisiana
Registered Investment Advisory firm - (8/19/2024 Terminated)Minnesota
Registered Investment Advisory firm - (8/20/2024 Terminated)Ohio
Registered Investment Advisory firm - (8/19/2024 Terminated)Texas
Registered Investment Advisory firm - (8/19/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (8/19/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Westfield, IN
Mailing Address
275 Medical Dr. #4356, Carmel, IN 46082
Phone number
(317) 706-4748
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 405 |
| AUM (Assets Under Management) | $ 80,397,503 |
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.
