LG

Lori A. Grams, CFS®

Member in Good Standing
Vice President/Director of Operations
Cologne, MN
CFS®
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About Lori

Lori is the Vice President and Director of Operations of Integrated, Inc. - Wealth Advisors.  She joined the firm in 1991. Her primary responsibilities include advisor supervision and firm management of the planning process. She has worked in the financial services industry since 1988, beginning her financial career designing structured settlements for personal injury claims. Lori attended Normandale Community College, with a focus on Accounting and Economics and has obtained her Minnesota Insurance License. She also has earned the following securities registrations: General Securities Series 7, Principal Series 24 and State Registrations 63 and 65. Lori earned the Certified Fund Specialist designation from the Institute of Business & Finance in March, 2003 and maintains a rigorous continuing education discipline to keep current on issues in the industry. 

Education

High School/GED
Associate's degree

Licenses

Series 63
Series 65
Series 7
Series 24

IBF Designations

Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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Contact Lori

Cologne, MN
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At a Glance

IBF Designations 1
Member Since 2003
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Practitioner-Reviewed education since 1988
Profile verified · March 2026

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1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
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Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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