Advisor at Integrated Benefits, Incorporated
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Firm
Integrated Benefits, Incorporated
Location
Grand Junction, CO
Credentials
Series 63
Industry experience
41 years
Roy Stachnik is a financial advisor with Integrated Benefits, Incorporated in Grand Junction, Colorado. He holds a Series 63 designation and has 41 years of industry experience. He has worked with Osaic Wealth, Inc. since 1996 and has been with Integrated Benefits, Incorporated since 1989. Additionally, he has maintained a career as an agent with New York Life Insurance Company since 1983 and continues to service policyholders under a Retired Agent's Contract. Integrated Benefits, Incorporated serves high-net-worth individuals, families, trusts, estates, and businesses, offering discretionary and non-discretionary investment management along with financial planning and retirement plan consulting. The firm customizes investment portfolios using mutual funds, ETFs, individual equities, and fixed-income securities, employing a long-term, fundamental analysis approach supported by Charles Schwab custodial services.
Based on Integrated Benefits, Incorporated
Based on Integrated Benefits, Incorporated
Fixed and recurring fees ranging from $500 to $10,000
$0+: Up to 1.00% annually for discretionary clients $0+: Up to 1.25% annually for non-discretionary clients
Up to $350 per hour
Recurring fees for financial planning engagements that automatically renew each year
Grand Junction, CO
Colorado
OSAIC
1996 - Present (30 years)
Integrated Benefits, Incorporated
1989 - Present (37 years)
New York Life Insurance co
1983 - Present (43 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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Integrated Benefits, Incorporated
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