Commonwealth Nabs $700 Million Team from Securian
Commonwealth Financial Network, the nation’s largest privately held registered investment adviser and independent broker-dealer, has added Integrated Equity Management of Bloomington, Minnesota to its network of independent financial advisors.
Commonwealth Financial Network, the nation’s largest privately held registered investment adviser and independent broker-dealer, has added Integrated Equity Management of Bloomington, Minnesota to its network of independent financial advisors.
Integrated Equity Management is a wealth management firm specializing in comprehensive financial planning, investment management, and retirement planning. Formerly affiliated with Securian Financial Services, president and CEO Ted Smith and his team oversee more than $700 million in client assets.
“Partnering with Commonwealth means our firm remains independent, too—with the freedom to access the right strategies and solutions for each unique client’s need,” said Smith. “It’s a model that supports our philosophy of always putting the client first.”
Founded in 1979, Commonwealth Financial Network supports approximately 1,800 independent financial advisors nationwide and has headquarters in Waltham, Massachusetts, and San Diego, California.
