Integrated Equity Management
Finance · Minnesota, United States · 11-50 Employees
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Overview
Headquarters
8009 34th Ave S Ste 1550, Bloomington, M...Phone Number
(952) 854-5544Website
www.integratedequity.netRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
2
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1
About Integrated Equity Management
Integrated Equity Management (IEM) specializes in personalized wealth management and financial planning, guiding families through their financial journeys with confidence and care. With over 45 years of experience, IEM has assisted more than 1,000 families in achieving their financial goals through a holistic and tailored approach. The company emphasizes education and empowerment, providing clients with the knowledge and tools necessary for informed financial decisions. IEM's dedicated team of professionals ensures that financial plans evolve with clients' life circumstances, creating a seamless experience aligned with their values and goals.Explore more
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Activity Insights
Integrated Equity Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Integrated Equity Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Integrated Equity Management.
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2020
Debt
$150K
Integrated Equity Management Tech Stack
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Most Recent Scoops
Person-Based
Promotion
Executive Move
Funding
Integrated Equity Management has received an SBA PPP loan for $150,000-350,000 from U.S. Bank, supporting the retention of 12 jobs.
Funding
Integrated Equity Management News & Media
Norman Grant Honored With the 2026 Five Star Wealth Manager Award
OVERLAND PARK, KS, UNITED STATES, February 5, 2026 /EINPresswire.com/ -- Integrated Equity Management Partners (IEMP) is proud to announce that Norman D. Grant, Managing Director of Grant Capital and a Partner of Integrated Equity Management Partners, …Integrated Equity Management Promotes Charles Stewart, CFP® to Equity Owner and Partner
BLOOMINGTON, MN, UNITED STATES, May 19, 2025 /EINPresswire.com/ -- Integrated Equity Management (IEM), a boutique wealth management firm with offices in Minnesota and Florida, is pleased to announce that Charles Stewart, CFP®, has been promoted to Equity …Danica Goshert Named a 2025 InvestmentNews 5-Star Financial Planner
BLOOMINGTON, MN, UNITED STATES, April 14, 2025 /EINPresswire.com/ -- Integrated Equity Management proudly announces that Danica Goshert, CFP®, AIF®, MBA, has been named one of InvestmentNews’ 5-Star Financial Planners for 2025, a distinguished …Norman Grant Honored with the 2025 Five Star Wealth Manager Award
OVERLAND PARK, KS, UNITED STATES, February 13, 2025 /EINPresswire.com/ -- Integrated Equity Management Partners (IEMP) is proud to announce that Norman Grant, Managing Director of Grant Capital and a Partner of Integrated Equity Management Partners, has …
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Integrated Equity Management (IEM) specializes in personalized wealth management and financial planning, guiding families through their financial journeys with confidence and care. With over 45 years of experience, IEM has assisted more than 1,000 families in achieving their financial goals through a holistic and tailored approach. The company emph... Read More
