Melissa Costley
Manager of Client Strategy Services at Integrated Equity Management - Bloomington, MN, US
Melissa Costley's Colleagues at Integrated Equity Management
Melissa Costley's Contact Details
952-854-5544
Integrated Equity Management
Melissa Costley's Company Details
Who we are: Clients First. No Exceptions.In 1984, Ted Smith co-founded IEM because he saw a need to help individuals, multi-generational families, and closely-held businesses reach their financial goals by providing comprehensive financial planning advice to help clients reach their goals through an advice-based relationship.Today, IEM is a trusted wealth management firm that builds and implements forward-looking financial strategies that have both breadth and depth. As a member of our clients' professional team, we coordinate with legal and tax advisors so that our combined efforts are aligned and designed to achieve our clients' goals. IEM's thoughtfully assembled team includes professionals with expertise in investment analytics, financial planning, retirement planning, small business transition, and more. A unifying characteristic of each team member is a dedication to helping our clients. Our team-based approach ensures that the collection of skills and knowledge at IEM is applied to every client's unique situation. The products and services we use are also client-focused, carefully selected to meet our strict due diligence criteria. It is critical that our array of solutions, in addition to meeting our high standards, contains sufficient diversity so our Private Wealth Managers can construct just the right implementation plan for each client.Throughout the years we have evolved and expanded to incorporate important technology, solutions and services that our clients need. One thing has never changed and will continue – Clients First. No Exceptions.Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Integrated Equity Management, 8009 34th Ave S Suite 1550 Bloomington, MN 55425 United States, 952-854-5544. This communication is strictly intended for individuals residing in the states of [AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, MA, MI, MN, MS, NC, ND, NE, NH, NJ, NM, NY, OH, PA, SD, TN, TX, UT, VA, WA, WI]. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.