Brian Franke has been Managing Member of Integrated Capital Management since November 2016, is a control person of the firm and directly owns between 50% and 75% of it. Brian Franke holds a BS in Mechanical Engineering from Michigan State University, an MS in Mechanical Engineering from the University of Michigan and an MBA in Finance from the University of California, Los Angeles.
Integrated Capital Management LLC is a Bloomfield Hills, MI firm with $430M under management, 448 clients and 5 advisers in one office, as of its February 2026 filing.
Brian Franke is Principal and Private Wealth Advisor at Integrated Capital Management and holds the position of Chief Financial Officer. He chairs the Financial Planning Committee. He helps individuals create financial plans that use strategies and portfolio investments to work towards their goals. Previously, he held financial leadership positions in various departments at Ford Motor Company.
Brian Franke’s longest registration is the current one, 9 years at Integrated Capital Management since 2016. Before joining Integrated Capital Management in 2016, Brian Franke was registered through First Heartland Consultants, Inc. and UBS Financial Services Inc.
- – present · 9 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 284766
- First Heartland Consultants, Inc.– · 7 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 110377
- UBS Financial Services Inc.– · 1 yearTroy, MI · Adviser representative · Firm CRD 8174
- Lincoln Financial Advisors Corporation– · under a yearSouthfield, MI · Adviser representative · Firm CRD 3978
Professional designations
Listed by Integrated Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Brian Franke is registered as an investment adviser representative in Michigan, since November 2016.
- MichiganSince 1 November 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 June 2007 |
| Series 7 | General Securities Representative Examination | 5 June 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Robert Franke
- CRD
- 5345272
- Firm
- Integrated Capital Management · CRD 284766
- Role
- Managing Member
- Office
- 21 E. LONG LAKE ROAD, SUITE 102, Bloomfield Hills, MI 48304
- Registration
- Investment adviser registration
- In the industry since
- June 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- icapitalmgt.com
Where does Brian Franke work?
Brian Franke has been Managing Member of Integrated Capital Management LLC since November 2016, and is a control person of the firm.
Is Brian Franke a financial advisor?
Yes. Brian Franke has a current investment-adviser registration in Michigan, through Integrated Capital Management since November 2016.
How many years of experience does Brian Franke have?
Brian Franke has 19 years in the financial industry, since June 2007, across 4 adviser firms.
What exams has Brian Franke passed?
Brian Franke has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2007. FINRA credited Brian Franke with the SIE, which began in October 2018.
Where did Brian Franke work before Integrated Capital Management?
Before Integrated Capital Management, Brian Franke was registered through First Heartland Consultants, Inc., October 2009 to October 2016; UBS Financial Services Inc., September 2007 to May 2009; Lincoln Financial Advisors Corporation, June 2007 to September 2007.
Where is Brian Franke based?
Brian Franke’s registered office is in Bloomfield Hills, MI.
Is Brian Franke registered with FINRA?
No. Brian Franke has no current broker registration.
Is Brian Franke a CFP?
Integrated Capital Management lists Brian Franke with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Brian Franke’s record?
Search CRD 5345272 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Franke’s full registration record.
