Integrated Equity Management

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Do you actually know where your money is going each month? Not a rough idea. Actually know. ๐Ÿ‘€Try tracking your spending ...
07/14/2026

Do you actually know where your money is going each month? Not a rough idea. Actually know. ๐Ÿ‘€

Try tracking your spending for 30 days without judgment. Just observe. What you find will give you more control over your financial future than any app or spreadsheet ever could.

We're halfway through 2026. Are you on track to meet your financial goals? ๐Ÿ“ŠWhether you've had changes in income, spendi...
07/07/2026

We're halfway through 2026. Are you on track to meet your financial goals? ๐Ÿ“Š

Whether you've had changes in income, spending, or priorities, now is a great time to reassess. Review your savings progress, check your contributions, and make any adjustments that keep you moving in the right direction.

Happy 4th of July! This year we celebrate 250 years of this great nation and everything that makes it worth celebrating....
07/04/2026

Happy 4th of July! This year we celebrate 250 years of this great nation and everything that makes it worth celebrating. We hope your day is filled with family, friends, food, and fireworks. Enjoy every moment! ๐Ÿ‡บ๐Ÿ‡ธ๐ŸŽ†

Our offices will be closed Friday, July 3rd for the Independence Day holiday. We will resume normal business hours on Mo...
07/03/2026

Our offices will be closed Friday, July 3rd for the Independence Day holiday. We will resume normal business hours on Monday, July 6th. From all of us at IEM, we wish you a safe and happy Fourth of July.

Happy Father's Day to the dads and father figures who lead with heart and show up day after day.Thank you for the suppor...
06/21/2026

Happy Father's Day to the dads and father figures who lead with heart and show up day after day.

Thank you for the support, the steady advice, and the example you set for the people around you.

From all of us at IEM, happy Father's Day to you and yours.

Today we observe Juneteenth, a day that celebrates freedom and marks a defining moment in our nation's history.It is a t...
06/19/2026

Today we observe Juneteenth, a day that celebrates freedom and marks a defining moment in our nation's history.

It is a time for reflection, for gratitude, and for an ongoing commitment to a more just and equitable future for all.

Wishing everyone a meaningful Juneteenth from the IEM team.

Our office will be closed Friday, June 19th in observance of Juneteenth. We'll be back to regular hours on Monday. Wishi...
06/19/2026

Our office will be closed Friday, June 19th in observance of Juneteenth. We'll be back to regular hours on Monday. Wishing you a wonderful weekend!

Summer break is a great opportunity to teach kids real-world money skills. ๐Ÿ’ก Try these to get started:๐ŸŽฏ Give them a week...
06/15/2026

Summer break is a great opportunity to teach kids real-world money skills. ๐Ÿ’ก Try these to get started:

๐ŸŽฏ Give them a weekly activity budget and let them make choices within it
๐Ÿฆ Involve them in planning a family outing with a set dollar limit
๐Ÿท Help them save toward something they want and celebrate when they hit the goal

The habits they build now will serve them for years to come.

Congratulations to Ted Smith on being named to the Forbes Best-in-State Wealth Advisors 2026 list, recognizing advisors ...
06/11/2026

Congratulations to Ted Smith on being named to the Forbes Best-in-State Wealth Advisors 2026 list, recognizing advisors in the Minnesota - Minneapolis Area who demonstrate integrity through an independent evaluation process where no advisor pays to be included.

"This recognition means a great deal to me because of how it's earned," Ted shared. "That standard aligns with how I've always approached this work - putting clients first, staying disciplined, and forging relationships grounded in transparency and trust."

Learn more about this recognition: https://www.forbes.com/profile/ted-smith-2/?list=best-in-state-wealth-advisors

2026 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2026 based on data gathered from June 2024 to June 2025. Not indicative of advisorโ€™s future performance. Your experience may vary.

At IEM, we believe financial planning is personal. We take the time to understand your goals, your concerns, and your vi...
06/09/2026

At IEM, we believe financial planning is personal. We take the time to understand your goals, your concerns, and your vision for the future before we ever talk strategy.

๐Ÿ’ฌ Ready to start the conversation? Visit www.integratedequity.net

Address

7900 International Drive Suite 405
Bloomington, MN
55425

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+19528545544

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