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Charley Stewart
Associate Vice President | Private Wealth Manager at Integrated Equity Management
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Work Experience
Sep 2013 - Present · 11 years and 3 months
Associate Vice President | Private Wealth Manager
Feb 2015 - Present · 9 years and 10 months
Administrative Assistant
Sep 2013 - Feb 2015 · 1 years and 5 months
Exam Solutions
Market Conduct Examiner
Jun 2011 - Aug 2011 · 2 months
Company Details
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 are separate from and not offered through Commonwealth Financial Network®. 7900 International Drive Suite 405, Bloomington, MN 55425. United States. This communication is strictly intended for individuals residing in the state of MN. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.htm
Year Founded
1984
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
8009 34th Ave S 1550 Bloomington, Minnesota 55425, US
Keywords
Financial planninginvestment managementrisk managementretirement planningretirement income planningestate planningbusiness exit planning
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