Cathy Navarreross has been an investment adviser representative at Integrated Capital Management since November 2016, and is not listed among the firm’s executive officers or direct owners.
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.
Cathy Navarre-Ross is Private Wealth Advisor at Integrated Capital Management and has been with the firm since 2010. She spent twenty years as a Wealth Manager at Lincoln Financial and has been active in the financial services industry for over 35 years. She advises clients on wealth management, estate planning, business continuity and retirement, with a focus on business owners and farming clients.
Cathy Navarreross’ longest registration is the current one, 9 years at Integrated Capital Management since 2016. Before joining Integrated Capital Management in 2016, Cathy Navarreross was registered through First Heartland Consultants, Inc.
- – present · 9 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 284766
- First Heartland Consultants, Inc.– · 6 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 110377
Professional designations
Listed by Integrated Capital Management
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Cathy Navarreross 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 65 | Uniform Investment Adviser Law Examination | 10 March 2010 |
| Series 7 | General Securities Representative Examination | 1 April 1998 |
| Series 22 | Direct Participation Programs Representative Examination | 17 July 1989 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 May 1989 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 May 1989 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Cathy Ann Navarreross
- CRD
- 1649922
- Firm
- Integrated Capital Management · CRD 284766
- Office
- 21 E. LONG LAKE ROAD, SUITE 102, Bloomfield Hills, MI 48304
- Registration
- Investment adviser registration
- In the industry since
- May 1989
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- icapitalmgt.com
Where does Cathy Navarreross work?
Cathy Navarreross is an investment adviser representative registered through Integrated Capital Management LLC since November 2016, and is not listed among the firm’s executive officers or direct owners.
Is Cathy Navarreross a financial advisor?
Yes. Cathy Navarreross has a current investment-adviser registration in Michigan, through Integrated Capital Management since November 2016.
How many years of experience does Cathy Navarreross have?
Cathy Navarreross has 37 years in the financial industry, since May 1989, across 2 adviser firms.
What exams has Cathy Navarreross passed?
Cathy Navarreross has passed 5 licensing exams: the Series 63, Series 6, Series 22, Series 7 and Series 65. The earliest, the Series 63, was passed in May 1989. FINRA credited Cathy Navarreross with the SIE, which began in October 2018.
Where did Cathy Navarreross work before Integrated Capital Management?
Before Integrated Capital Management, Cathy Navarreross was registered through First Heartland Consultants, Inc., May 2010 to October 2016.
Where is Cathy Navarreross based?
Cathy Navarreross’ registered office is in Bloomfield Hills, MI.
Is Cathy Navarreross registered with FINRA?
No. Cathy Navarreross has no current broker registration.
How can I verify Cathy Navarreross’ record?
Search CRD 1649922 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cathy Navarreross’ full registration record.
