Integrated Equity Management

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Summer break is a great opportunity to teach kids real-world money skills. 💡 Try these to get started:🎯 Give them a week...
06/15/2026

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

🎯 Give them a weekly activity budget and let them make choices within it
🍦 Involve them in planning a family outing with a set dollar limit
🐷 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 advisor’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.

💬 Ready to start the conversation? Visit www.integratedequity.net

We are proud to share that Ted Smith, RHU, CLU®, ChFC®, Founder & Chairman and Private Wealth Manager at Integrated Equi...
06/04/2026

We are proud to share that Ted Smith, RHU, CLU®, ChFC®, Founder & Chairman and Private Wealth Manager at Integrated Equity Management, has been named to the Forbes Best-in-State Wealth Advisors 2026 list, recognized in the Minnesota - Minneapolis Area (High Net Worth) category.

This recognition, published in partnership with SHOOK Research, honors advisors evaluated through a rigorous due diligence process that assesses integrity. No advisor pays to be ranked.

Ted has spent decades building a practice grounded in client-first planning, disciplined wealth management, and relationships founded on transparency.

Read Ted's full Forbes profile here: 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 advisor’s future performance. Your experience may vary.

You don't need a dramatic financial overhaul to build real wealth. Here's what actually works:💰 Automate your savings be...
06/02/2026

You don't need a dramatic financial overhaul to build real wealth. Here's what actually works:

💰 Automate your savings before you have a chance to spend
📈 Increase contributions when you get a raise
🔄 Rebalance your investments annually
📋 Review your spending every quarter

Small, consistent moves create momentum that builds over years and decades.

☀️ Summer is almost here, and so are the expenses that come with it.Before the season kicks off, take 20 minutes to map ...
05/28/2026

☀️ Summer is almost here, and so are the expenses that come with it.

Before the season kicks off, take 20 minutes to map out what you plan to spend. 💸 Vacations, activities, home projects. Having a number in mind before you start spending is the difference between a summer you enjoy and one you recover from.

Small planning moments now = big financial wins later. 🙌

On this Memorial Day, we pause to honor the men and women who gave everything in service to this country. Their sacrific...
05/25/2026

On this Memorial Day, we pause to honor the men and women who gave everything in service to this country. Their sacrifice is the foundation of the freedoms we hold dear. We are grateful, always.

Our office will close early at 12pm CT today in observance of Memorial Day weekend. We'll be back to full speed on Tuesd...
05/22/2026

Our office will close early at 12pm CT today in observance of Memorial Day weekend. We'll be back to full speed on Tuesday, May 26th. Wishing everyone a safe and meaningful holiday weekend.

At Integrated Equity Management, we help clients move beyond simply managing money. We help them build wealth with inten...
05/19/2026

At Integrated Equity Management, we help clients move beyond simply managing money. We help them build wealth with intention and strategy.

Through coordinated investment management, tax planning, and cash flow strategies, we work with you to create a clear path toward your financial goals. Whether you're building wealth for the first time or looking to optimize what you've already accumulated, we bring clarity to the process.

Your wealth should work as hard as you do. Let's build a strategy that makes that happen.

Connect with our team: www.integratedequity.net

College may feel far away, but the earlier you start planning, the more options you create for your family.529 plans off...
05/14/2026

College may feel far away, but the earlier you start planning, the more options you create for your family.

529 plans offer tax advantages and flexibility, and even small, consistent contributions can add up over time. Whether your child is heading to college in two years or twelve, having a plan in place brings clarity and confidence.

It's not just about saving. It's about giving your family choices when the time comes.

*The fees, expenses, and features of 529 plans can vary from state to state. 529 plans involve investment risk, including the possible loss of funds. There is no guarantee that an education-funding goal will be met. In order to be federally tax free, earnings must be used to pay for qualified education expenses. The earnings portion of a nonqualified withdrawal will be subject to ordinary income tax at the recipient’s marginal rate and subject to a 10 percent penalty. By investing in a plan outside your state of residence, you may lose any state tax benefits. 529 plans are subject to enrollment, maintenance, and administration/management fees and expenses.

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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