Integrated Equity Management
John Challas is a seasoned financial services professional with extensive experience in leadership and strategic planning roles. Currently serving as a Strategic Planning Consultant at Integrated Equity Management and as Founder and President of Challas Consulting, LLC since January 2020, John specializes in providing tailored advice to financial advisors and leaders. Previous roles include Vice President positions at Allianz and Questar Capital Corporation, where John was instrumental in driving sales and advisor retention. Earlier career achievements include serving as Senior Vice President at Associated Bank, responsible for leading sales teams, and holding regional leadership positions at Renaissance Financial and Indianapolis Life, focusing on sales growth and advisor development. John Challas holds a Bachelor of Science in Business from the University of Minnesota and further education from the American College of Financial Services.
This person is not in the org chart
This person is not in any teams
Integrated Equity Management
In 1984, Ted Smith co-founded IEM because he saw a need to help individuals, multi-generational families, and closely-held businesses reach their financial goals by providing comprehensive financial planning advice to help clients reach their goals through an advice-based relationship. Today, IEM is a trusted wealth management firm that builds and implements forward-looking financial strategies that have both breadth and depth. As a member of our clients’ professional team, we coordinate with legal and tax advisors so that our combined efforts are aligned and designed to achieve our clients’ goals. IEM’s thoughtfully assembled team includes professionals with expertise in investment analytics, financial planning, retirement planning, small business transition, and more. A unifying characteristic of each team member is a dedication to helping our clients. Our team-based approach ensures that the collection of skills and knowledge at IEM is applied to every client’s unique situation. The products and services we use are also client-focused, carefully selected to meet our strict due diligence criteria. It is critical that our array of solutions, in addition to meeting our high standards, contains sufficient diversity so our Private Wealth Managers can construct just the right implementation plan for each client. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Integrated Equity Management, 8009 34th Ave S Suite 1550 Bloomington, MN 55425 United States, 952-854-5544. This communication is strictly intended for individuals residing in the states of [AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, MA, MI, MN, MS, NC, ND, NE, NH, NJ, NM, NY, OH, PA, SD, TN, TX, UT, VA, WA, WI]. No offers may be made or accepted from any resident outside these states due to various state requirements and regist