Advisor at Integrated Benefits, Incorporated
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.
Firm
Integrated Benefits, Incorporated
Location
Grand Junction, CO
Credentials
Series 66
Industry experience
6 years
Sarah Stachnik is a financial advisor at Integrated Benefits, Incorporated with six years of industry experience. She holds the Series 66 designation and has worked at Integrated Benefits since 2018, as well as OSAIC Wealth Inc. since 2018. Outside of her advisory role, she is a licensed insurance agent and a member of West Invest Ltd. Integrated Benefits, Incorporated serves high-net-worth individuals, families, trusts, estates, and businesses, providing discretionary and non-discretionary investment management alongside financial planning and retirement plan consulting. The firm customizes portfolios primarily using mutual funds, ETFs, individual equities, and fixed-income securities with a long-term investment approach and integrates advisory services with insurance sales.
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
Integrated Benefits Incorporated
2020 - Present (6 years)
OSAIC Wealth Inc.
2018 - Present (8 years)
Integrated Benefits Inc
2018 - 2019 (1 year)
University of Wyoming
2016 - 2018 (2 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.
CFP®, Series 63
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Integrated Benefits, Incorporated
CFP®, PFS™, Series 65
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CFP®, Series 63, Series 65
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