Ted Smith
RHU, CLU®, ChFC®
Founder & Chairman
Private Wealth Manager
Main: 952.854.5544
Fax: 952.854.6335
About
Ted is Founder and Chairman, Private Wealth Manager of Integrated Equity Management, and has 45+ years of experience as a financial advisor and business owner. With an underlying belief of clients first – each time, every time, all the time – Ted leads his firm to serve multiple generations of many families. Clients benefit from Ted’s extensive knowledge and ability to provide intergenerational wealth management plans, advice, and solutions. Ted also strives to provide exceptional client experience by ensuring that each client’s plan is developed in coordination with the client’s legal and tax team.
Ted is backed by a team of highly talented professionals who enjoy wealth management as much as he does. His mentorship is the cornerstone of ‘The IEM Way.’
Experience and Education
Ted had a vision of providing personalized, smart financial planning to help clients pursue their financial goals, and of guiding clients and families to financial security. For more than 45+ years, and through changing economic conditions, his vision has stood the test of time: keeping clients first and providing holistic financial planning.
Ted graduated from the University of Minnesota with a Bachelor’s degree in Business Finance and Marketing, and holds the Registered Health Underwriter (RHU), Chartered Life Underwriter® (CLU®), and Chartered Financial Consultant® (ChFC®) designations from the American College. He also holds the Certified Long-Term Care® (CLTC®) designation.
Personal
Ted and his wife, Missy, live in Naples, FL. He has five children, six grandchildren, and is an avid golfer. He has a complicated relationship with the Minnesota Vikings - skeptical, yet hopeful, to see his favorite team hoist the Lombardi Trophy someday.
