Integrated Inc. Wealth Advisors has joined the broker-dealer and fee-based advisory platforms of National Planning Corp., an independent broker-dealer, National Planning Holdings Inc. announced Tuesday.
Integrated is an independent financial advisory practice based in Edina, Minn., with $256 million of commission and fee-based advisory client assets. Integrated will also align with the office of supervisory jurisdiction of Douglas Ritter, an NPC-affiliated entity, for additional back and middle-office support services, including compliance supervision, business coaching for advisors and administrative services.
Integrated provides financial planning and wealth management services for mass affluent and high-net-worth retail clients across the country, with a particular emphasis on the Midwest. Established in 1992, Integrated is led by its founder and president Jeffrey M. Berg with six financial advisors and five support professionals.
The new partnership is part of National Planning Holdings continued expansion program. The company has been drawing new firms to its platform by providing compliance assistance for the new Department of Labor fiduciary rule for retirement plans, NPH says.