Sarah Stachnik (CRD# 6940084) is an Investment Advisor Representative working at Integrated Benefits, Incorporated in Grand Junction, CO and has over 4 years of experience in the finance industry.
CRD# 6316143
Ameriprise Financial Services, LLC
CRD# 6185544
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1580169
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Benefits Incorporated | Grand Junction, CO | Jan 2020 - Current | 4 |
| Osaic Wealth Inc. | Grand Junction, CO | Jun 2018 - Current | 5 |
| Integrated Benefits Inc. | Grand Junction, CO | Jan 2018 - Dec 2019 | 1 |
| University Of Wyoming | Laramie, WY | Jan 2016 - Jan 2018 | 2 |
| University Of Oklahoma | Norman, OK | Aug 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- CO
-
Total Assets Under Management91MILLIONS
-
Total Number of Accounts182ACCOUNTS
-
Average Account Value$498,503
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO, TX
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