Eric Seger has been Managing Member/CCO of Integrated Capital Management since November 2016, is a control person of the firm and directly owns between 50% and 75% of it. Eric Seger holds a Bachelor of Science in Engineering Arts from Michigan State University and an MBA with a concentration in Finance from the University of Michigan.
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.
Eric Seger is a Principal of Integrated Capital Management and holds the position of Chief Compliance Officer. He chairs the Investment Committee. He has focused his practice on comprehensive financial planning for business owners, physicians, and other high net worth individuals.
Eric Seger’s longest registration is the current one, 9 years at Integrated Capital Management since 2016. Before joining Integrated Capital Management in 2016, Eric Seger was registered through First Heartland Consultants, Inc. and Lincoln Financial Advisors Corporation.
- – present · 9 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 284766
- First Heartland Consultants, Inc.– · 7 yearsBloomfield Hills, MI · Adviser representative · Firm CRD 110377
- Lincoln Financial Advisors Corporation– · 3 yearsSouthfield, MI · Adviser representative · Firm CRD 3978
Professional designations
Listed by Integrated Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Eric Seger is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2016; the most recent is Texas, in April 2017.
- MichiganSince 1 November 2016
- TexasResidentSince 18 April 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 26 October 2000 |
| Series 7 | General Securities Representative Examination | 21 September 2000 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric John Seger
- CRD
- 4213246
- Firm
- Integrated Capital Management · CRD 284766
- Role
- Managing Member/CCO
- Office
- 21 E. LONG LAKE ROAD, SUITE 102, Bloomfield Hills, MI 48304
- Registration
- Investment adviser registration
- In the industry since
- September 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- icapitalmgt.com
Where does Eric Seger work?
Eric Seger has been Managing Member/CCO of Integrated Capital Management LLC since November 2016, and is a control person of the firm.
Is Eric Seger a financial advisor?
Yes. Eric Seger has a current investment-adviser registration in Michigan and Texas, through Integrated Capital Management since November 2016.
How many years of experience does Eric Seger have?
Eric Seger has 26 years in the financial industry, since September 2000, across 3 adviser firms.
What exams has Eric Seger passed?
Eric Seger has passed 3 licensing exams: the Series 7, Series 63 and Series 99TO. The earliest, the Series 7, was passed in September 2000. FINRA credited Eric Seger with the SIE, which began in October 2018.
Where did Eric Seger work before Integrated Capital Management?
Before Integrated Capital Management, Eric Seger was registered through First Heartland Consultants, Inc., November 2008 to October 2016; Lincoln Financial Advisors Corporation, July 2005 to November 2008.
Where is Eric Seger based?
Eric Seger’s registered office is in Bloomfield Hills, MI.
Is Eric Seger registered with FINRA?
No. Eric Seger has no current broker registration.
Is Eric Seger a CFP?
Integrated Capital Management lists Eric Seger with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Eric Seger’s record?
Search CRD 4213246 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Seger’s full registration record.
