Adam D. Braatz

INTEGRATED INVESTMENT CONSULTANTS

Bloomfield Hills, MI 48304

Some features on this profile are disabled

CRD#: 7002855

Professional summary

Adam David Erffmeyer Braatz, who also goes by Adam Braatz, is a registered financial advisor currently at INTEGRATED INVESTMENT CONSULTANTS, LLC located in Bloomfield Hills, Michigan.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Adam has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam Braatz

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam David Erffmeyer Braatz'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®

None

Experience

Current

July 19, 2023 - Present

INTEGRATED INVESTMENT CONSULTANTS, LLC

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

RIA

CRD#: 175299

Bloomfield Hills, MI

Past

November 21, 2018 - July 7, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BLOOMFIELD HILLS, MI

Past

October 1, 2018 - July 7, 2023

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
(7/19/2023)

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: 11/20/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/1/2018

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)

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

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.

Similar Advisors

Jack Jerzewski

LPL ENTERPRISE, LLC

IAR

TROY, MI

Lyndon Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

IAR

Farmington Hills, MI

Michael Delap

OSAIC WEALTH, INC.

SCOTTSDALE, AZ

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Adam D. Braatz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam David Erffmeyer Braatz's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRATED INVESTMENT CONSULTANTS, LLC

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: 11/20/2018

SIE

Date: 10/2/2018

Series 7

Date: 10/1/2018

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

Similar Advisors