Brian Robert Franke
Investment adviser representative at Integrated Capital Management
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$429.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Integrated Capital Management, LLCNov 2016 to now
- Purshe Kaplan Sterling InvestmentsNov 2016 to now
- First Heartland Capital IncJun 2009 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MI).
Integrated Capital Management
Legal name: Integrated Capital Management LLC
$429.8MAssets managed
448Clients
3Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5345272
- Firm CRD
- 284766