CoverProfile

Todd J. Wagenberg

Co-Founder & Managing Partner

Integrated

United States, Michigan, Birmingham

About Me

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

View more

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

More profiles to browse

Profile Photo
Christopher Forte
Co-Founder, Managing Partner

You Might Like

TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC