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


Accounting

Investment Management

Integrated Equity Management

Ted Smith

Danica Goshert

Megan Kiel

Marcus Schaller

Dan Lanasa

Charles Stewart

The Leadership Team at Integrated Equity Management (IEM) plays a pivotal role in guiding the firm's strategic direction and enhancing the client experience. Comprising seasoned professionals, the team collaboratively develops innovative financial strategies and operational efficiencies, ensuring alignment with clients' goals. They leverage their extensive expertise to foster relationships with clients and coordinate with external advisors, driving the firm’s commitment to personalized, client-focused wealth management.

Leadership Team

Financial Services Team

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Leadership Team

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Financial Services Team

Client Services Team