Integrated Benefits, Incorporated

Integrated Benefits, Incorporated (CRD# 112518) is a financial advisory firm headquartered in , . They manage $90,727,577 in 182 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.ibiadvisors.com
By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $498,503
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Integrated Benefits, Incorporated
Showing 1 - 2 of 2 top financial advisors.
1
Roy Stachnik, financial advisor Grand Junction CO
Roy E. Stachnik
CRD#: 1260290
Grand Junction, CO

Roy Stachnik (CRD# 1260290) is an Investment Advisor Representative working at Integrated Benefits, Incorporated in Grand Junction, CO and has over 25 years of experience in the finance industry.

2
Sarah Stachnik, financial advisor Grand Junction CO
Sarah K. Stachnik
CRD#: 6940084
Grand Junction, CO

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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