Integrity Financial Planners

Integrity Financial Planners (CRD# 140333) is a financial advisory firm headquartered in Brookings, OR. They manage $65,605,000 in 228 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
703 Chetco Avenue, Brookings, OR 97415
http://www.integrity-fp.com
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    228
    ACCOUNTS
  • Average Account Value
    $287,741
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Integrity Financial Planners
Showing 1 - 1 of 1 top financial advisors.
1
Charles Blozinski, financial advisor Brookings OR
Charles R. Blozinski
CRD#: 2954135
703 Chetco Avenue, Brookings, OR 97415

Charles Blozinski (CRD# 2954135) is an Investment Advisor Representative working at Integrity Financial Planners in Brookings, OR and has over 25 years of experience in the finance industry. Charles Blozinski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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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