Adam Cmejla has been Managing Member/Chief Compliance Officer of Integrated Planning & Wealth Management since November 2011, is a control person of the firm and directly owns 75% or more of it.
Integrated Planning & Wealth Management, LLC is a firm with $119M under management, 169 clients and 4 advisers across 4 offices, as of its March 2026 filing.
Adam F. Cmejla is Founder of Integrated Planning & Wealth Management, LLC, based in Carmel, IN. He focuses on helping ODs nationwide plan life, on purpose, personally, professionally and financially through an engaged and collaborative planning process.
Adam Cmejla’s longest registration is the current one, 9 years at Integrated Planning & Wealth Management since 2017. Before joining Integrated Planning & Wealth Management in 2025, Adam Cmejla was registered through Cambridge Investment Research Advisors, Inc. and Waddell & Reed, Inc.
- – present · 9 yearsWestfield, IN · Adviser representative · Firm CRD 286151
- Cambridge Investment Research Advisors, Inc.– · 5 yearsCarmel, IN · Adviser representative · Firm CRD 134139
- Waddell & Reed, Inc.– · 3 yearsIndianapolis, IN · Adviser representative · Firm CRD 866
Professional designations
Listed by Integrated Planning & Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Adam Cmejla is registered as an investment adviser representative in 2 states. Each was approved in January 2025.
- IndianaSince 9 January 2025
- TexasSince 9 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 March 2008 |
| Series 7 | General Securities Representative Examination | 3 March 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Adam Frank Cmejla
- CRD
- 5454605
- Firm
- Integrated Planning & Wealth Management · CRD 286151
- Role
- Managing Member/Chief Compliance Officer
- Office
- Westfield, IN
- Registration
- Investment adviser registration
- In the industry since
- March 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- integratedpwm.com
Where does Adam Cmejla work?
Adam Cmejla has been Managing Member/Chief Compliance Officer of Integrated Planning & Wealth Management, LLC since November 2011, and is a control person of the firm.
Is Adam Cmejla a financial advisor?
Yes. Adam Cmejla has a current investment-adviser registration in Indiana and Texas, through Integrated Planning & Wealth Management since January 2025.
How many years of experience does Adam Cmejla have?
Adam Cmejla has 18 years in the financial industry, since March 2008, across 3 adviser firms.
What exams has Adam Cmejla passed?
Adam Cmejla has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2008. FINRA credited Adam Cmejla with the SIE, which began in October 2018.
Where did Adam Cmejla work before Integrated Planning & Wealth Management?
Before Integrated Planning & Wealth Management, Adam Cmejla was registered through Cambridge Investment Research Advisors, Inc., December 2011 to March 2017; Waddell & Reed, Inc., March 2008 to December 2011.
Where is Adam Cmejla based?
Adam Cmejla’s registered office is in Westfield, IN.
Is Adam Cmejla registered with FINRA?
No. Adam Cmejla has no current broker registration.
Is Adam Cmejla a CFP?
Integrated Planning & Wealth Management lists Adam Cmejla with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Adam Cmejla’s record?
Search CRD 5454605 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Cmejla’s full registration record.