Adam Frank Cmejla
Investment adviser representative at Integrated Planning & Wealth Management, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$119.4MFirm 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 assetsFixed 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
18 years in the industry.
- 2020 Money Media LLCJul 2023 to now
- Integrated Consulting & Advisory Solutions, LLCSep 2014 to now
- Integrated Planning & Wealth Management, LLCNov 2011 to now
- Cambridge Investment Research Advisors, Inc.Dec 2011 to Mar 2017
- Cambridge Investment Research, Inc.Dec 2011 to Jan 2017
- Various Insurance CarriersApr 2008 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Integrated Planning & Wealth Management, LLC
$119.4MAssets managed
169Clients
4Advisers
2 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
- 5454605
- Firm CRD
- 286151