Advisor at Integrity Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Brookings, OR 97415
Credentials
CFP®, Series 63
Industry experience
21 years
Charles Blozinski is a CFP® professional with 21 years of industry experience. He is currently with Integrity Wealth LLC, a team-based firm, and has been associated with Wild Rivers Financial Services, LLC for over 20 years. Integrity Wealth serves individuals, trusts, estates, and businesses with a variety of advisory services, including discretionary investment management and comprehensive wealth management. The firm employs a long-term, customized investment approach using low-cost mutual funds and ETFs, supplemented by individual securities, and offers educational seminars through a local college under its Retirement Intelligence d/b/a.
Based on Integrity Wealth LLC
Based on Integrity Wealth LLC
Financial planning services offered on a fixed fee basis ranging from $1,500 to $5,000 per engagement.
$0+: Up to 1.75% annually (wealth management fees are negotiable and based on factors such as services provided, asset level, and complexity) $0+: Up to 1.50% annually (retirement plan advisory fees, negotiable based on plan size and complexity)
Fee-only: Wealth management fees based on assets under management; Financial planning fixed fees $1,500 to $5,000 per engagement; Retirement plan advisory fees up to 1.50% annually.
703 Chetco Blvd.
Brookings, OR 97415
Oregon
Integrity Wealth LLC
2024 - Present (2 years)
Wild Rivers Financial Services, LLC
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Brookings, OR
Edward Jones
Series 66
Brookings, OR
Edward Jones
Series 63
Brookings, OR
Edward Jones
Series 63, Series 66
Brookings, OR
Edward Jones
Series 63, Series 66
Brookings, OR
J.P. Morgan Securities
Jonathan Townley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.
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