Integrity Wealth Management, LLC

Integrity Wealth Management, LLC (CRD# 130422) is a financial advisory firm headquartered in , . They manage $18,808,160 in 166 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $113,302
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

IL, IN, OH

Financial Advisors at Integrity Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephen G. Zorko
CRD#: 4761332
Loveland, OH
96
Wealthminder
score

Stephen Zorko (CRD# 4761332) is an Investment Advisor Representative working at Integrity Wealth Management, LLC in Loveland, OH and has over 12 years of experience in the finance industry. Stephen Zorko 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.

2
Janet S. Zorko
CRD#: 4876924
Loveland, OH
93
Wealthminder
score

Janet Zorko (CRD# 4876924) is an Investment Advisor Representative working at Integrity Wealth Management, LLC in Loveland, OH and has over 12 years of experience in the finance industry.

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