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Gary Kurt Hager

INTEGRATED WEALTH MANAGEMENT·PISCATAWAY, New Jersey
SIE, Series 3, Series 6, Series 7, Series 22, Series 22TO, Series 63CFPClean record25 years registeredINTEGRATED WEALTH MANAGEMENT
1 CORPORATE PLACE SOUTH, PISCATAWAY, NJ 08854CRD# 1569704Firm CRD# 148499

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary Kurt Hager · PISCATAWAY, NJ
Registration
CRD #1569704 · INTEGRATED WEALTH MANAGEMENT · 25 years registered
Brand Profile
Not yet started
01

Career History

OSAIC WEALTH, INC.
Jan 2025 – present
OSAIC FA, INC.
Sep 2017 – Jan 2025
RED BANK, NJ
INTEGRATED WEALTH MANAGEMENT
Feb 2009 – Nov 2013
PISCATAWAY, NJ
SUMMIT EQUITIES INC
Aug 2004 – Sep 2017
RED BANK, NJ
SUMMIT FINANCIAL RESOURCES INC
Aug 2004 – Sep 2017
PARSIPPANY, NJ
LINCOLN FINANCIAL ADVISORS CORPORATION
Jan 2004 – Aug 2004
ISELIN, NJ
LINCOLN FINANCIAL ADVISORS CORPORATION
Mar 2001 – Dec 2003
ISELIN, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 6
Series 7
Series 22
Series 22TO
Series 63
Registration record
First registered · March 14, 2001
Years registered · 25
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTEGRATED WEALTH MANAGEMENT
CRD 148499 · SEC 801-69896
AUM
$45M
Regulatory assets under management
Employees
1
185 client accounts
Services offered by INTEGRATED WEALTH MANAGEMENT
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INTEGRATED WEALTH MANAGEMENT →
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05

Frequently Asked Questions

What services does Gary Kurt Hager offer?
Gary Kurt Hager specializes in Financial Planning, Investment Management. Contact their office in PISCATAWAY, New Jersey for a consultation.
What are Gary Kurt Hager's credentials?
Gary Kurt Hager holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Gary Kurt Hager located?
Gary Kurt Hager is based in PISCATAWAY, New Jersey, working with INTEGRATED WEALTH MANAGEMENT. Their office serves clients in the PISCATAWAY metropolitan area and surrounding communities.
How does Gary Kurt Hager charge for services?
Gary Kurt Hager's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTEGRATED WEALTH MANAGEMENT?
INTEGRATED WEALTH MANAGEMENT has approximately 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)
City Guides
JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
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