Avery J. Hasenauer

INTEGRATED INVESTMENT CONSULTANTS

Bloomfield Hills, MI 48304

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CRD#: 6535044

Professional summary

Avery Joseph Hasenauer, AIF®, CFP®, who also goes by Avery Hasenauer, is a registered financial advisor currently at INTEGRATED INVESTMENT CONSULTANTS, LLC located in Bloomfield Hills, Michigan.

Avery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Avery has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Avery Hasenauer

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. REHMANN CAPITAL ADVISORY GROUP - RCAG POSITION: FINANCIAL ADVISOR NATURE: LIMITED LIABILITY COMPANY INVESTMENT RELATED: YES NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 160 START DATE: 01/2018 ADDRESS: 555 BRIARWOOD CIR, STE 300 ANN ARBOR, MI 48108 DESCRIPTION: FINANCIAL PLANNING AND PROVIDING INVESTMENT ADVICE 2. REHMANN INSURANCE GROUP, LLC - RIG POSITION: LICENSED PRODUCER NATURE: LIMITED LIABILITY COMPANY INVESTMENT RELATED: NO NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 01/2018 ADDRESS: 555 BRIARWOOD CIR, STE 300 ANN ARBOR, MI 48108 DESCRIPTION: WRITE NEW AND SERVICE EXISTING INSURANCE BUSINESS 3. REHMANN FINANCIAL NETWORK - :REGISTERED REP NATURE: LIMITED LIABILITY COMPANY INVESTMENT RELATED: YES NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 160 START DATE: 01/2018 ADDRESS: 555 BRIARWOOD CIR, STE 300 ANN ARBOR, MI 48108 DESCRIPTION: REGISTERED REP OF THE BROKER DEALER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Avery Joseph Hasenauer's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

September 21, 2022 - Present

INTEGRATED INVESTMENT CONSULTANTS, LLC

Office #1: 40950 Woodward Ave., Suite 350, Bloomfield Hills, MI 48304

RIA

CRD#: 175299

Bloomfield Hills, MI

Past

January 2, 2018 - July 26, 2022

REHMANN WEALTH

RIA

CRD#: 123047

Ann Arbor, MI

Past

January 2, 2018 - July 26, 2022

REHMANN FINANCIAL NETWORK, LLC

CRD#: 165027

Ann Arbor, MI

Past

February 16, 2017 - December 12, 2017

CREATIVE FINANCIAL DESIGNS, INC.

RIA

CRD#: 109032

Okemos, MI

Past

February 16, 2017 - December 12, 2017

CFD INVESTMENTS, INC.

CRD#: 25427

Okemos, MI

Past

October 19, 2016 - February 15, 2017

SPC

RIA

CRD#: 110692

East Lansing, MI

Past

October 19, 2016 - February 15, 2017

SIGMA FINANCIAL CORPORATION

CRD#: 14303

EAST LANSING, MI

Past

November 30, 2015 - October 11, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BLOOMFIELD HILLS, MI

Past

October 8, 2015 - October 11, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BLOOMFIELD HILLS, 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".

INTEGRATED INVESTMENT CONSULTANTS, LLC

INTEGRATED | INTEGRATED INVESTMENT CONSULTANTS, LLC | INTEGRATED FIDUCIARY ADVISORY SERVICES | INTEGRATED FAS

CRD#: 175299 / SEC#: 801-96228

RIA

Registered Investment Advisory firm - (5/11/2015 Approved)

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
(9/21/2022)

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 66

Date: 11/24/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/8/2015

General Securities Representative Examination

Current Firm

INTEGRATED INVESTMENT CONSULTANTS, LLC

INTEGRATED | INTEGRATED INVESTMENT CONSULTANTS, LLC | INTEGRATED FIDUCIARY ADVISORY SERVICES | INTEGRATED FAS

CRD#: 175299 / SEC#: 801-96228

RIA

Registered Investment Advisory firm - (5/11/2015 Approved)

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Contact information

Main Address

40950 Woodward Ave., Suite 350, Bloomfield Hills, MI 48304

Mailing Address

Phone number

(866) 433-3581

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTEGRATED BROCHURE 2025 (10/10/2025)

Regulatory assets under management

Total Number of Accounts	933
AUM (Assets Under Management)	$ 773,184,329

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.

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Advisor Monitoring

Firm Stability Insights

Avery J. Hasenauer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Avery Joseph Hasenauer's CRS (Customer Relationship Summary).

Certified licenses

Experience

REHMANN WEALTH

REHMANN FINANCIAL NETWORK, LLC

CREATIVE FINANCIAL DESIGNS, INC.

CFD INVESTMENTS, INC.

SPC

SIGMA FINANCIAL CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

INTEGRATED INVESTMENT CONSULTANTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/24/2015

SIE

Date: 10/1/2018

Series 7

Date: 10/8/2015

Current Firm

INTEGRATED INVESTMENT CONSULTANTS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRATED INVESTMENT CONSULTANTS, LLC

TRUST BUT VERIFY

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