Todd Wagenberg is co-founder and Managing Partner of Integrated. Todd is responsible for direct advisory and advocacy relationships with our clients, including affluent families, organizations and non-profits. He specializes in risk assessment, portfolio development, and performance monitoring. Prior to founding Integrated, Todd was Managing Director and Institutional Investment Consultant for Wells Fargo Advisors and its predecessors. Todd’s experience includes managing currency and interest rate risk for Chemical Bank and National Australia Bank in New York. He was a market maker on the Chicago Board Options Exchange. Todd brings over 30 years of investment consulting experience and a p

Todd J. Wagenberg
Co-Founder & Managing Partner
Integrated
United States, Michigan, Birmingham
About Me
Profile Information
Co-Founder & Managing Partner
Integrated
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Birmingham
Michigan
United States
Oct 8, 2024
Work Experience
Integrated Investment Consultants, LLC
Managing Partner May 2015 - Present
Email: tw@integratedfas.com
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