Integrated Inc.

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Jeffrey is the president and founder of Integrated Wealth Management. Jeffrey entered the life insurance business in 1965 with Northwestern National Life Insurance Company. In 1979 Jeffrey founded in partnership, Integrated Retirement Plan Services which grew to service over 340 small business pension plans. In 1991, Jeffrey expanded and founded Integrated, Incorporated, which specializes in many aspects of wealth accumulation and distribution. Jeffrey has provided financial and investment advice to his clients for over 35 years. One of the principal services he offers his clients is a concept of “structured asset classes” that follows the 1990 Nobel Prize-winning Theory in Economics. The structured asset classes adhere to a clear strategy and strict parameters in the selection and purchase of stocks and bonds. The result is a portfolio that maximizes potential according to the clients' desired level of risk. Jeffrey earned his degree in accounting from St. Cloud State University. In addition to being a member of Million Dollar Round Table for over 35 years, he has the following security registrations: General Securities Series 7, Principal Series 24 and State Registrations 63 and 65. He has also earned the following life insurance designations, Chartered Financial Consultant and Chartered Life Underwriter and is an Investment Adviser Representative offering securities and investment advisory services through ING Financial Partners, a registered broker dealer and a member of SIPC. Jeffrey has been married for 39 years to Carol, his true love, and have four grown children, Jennifer, John, Timothy and Thomas. Thomas joined his father in the business three years ago. Jeff’s main interests are his faith and his family. His hobbies include spending time at his cabin, fishing and reading. Reflections “I am a teacher. I want my legacy to be that clients and friends know I have not only cared for their investments, but every aspect of their life.” Back to Top

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