Unclaimed Profile

Edward Michael Grosko

INTEGRATED WEALTH MANAGEMENT, INC.·UNIONTOWN, Ohio

Series 6, Series 26, Series 63ChFCClean record21 years registeredINTEGRATED WEALTH MANAGEMENT, INC.

1790 TOWN PARK BLVD., UNIONTOWN, OH 44685CRD# 2732880Firm CRD# 141092

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Michael Grosko · UNIONTOWN, OH

Registration

CRD #2732880 · INTEGRATED WEALTH MANAGEMENT, INC. · 21 years registered

Brand Profile

Not yet started

Career History

INTEGRATED WEALTH MANAGEMENT, INC.

Aug 2006 – present

ON INVESTMENT MANAGEMENT CO

Jan 2006 – Dec 2006

UNIONTOWN, OH

ON INVESTMENT MANAGEMENT CO

Jun 2005 – Dec 2005

UNIONTOWN, OH

ON INVESTMENT MANAGEMENT CO

Oct 2004 – Dec 2004

UNIONTOWN, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 26

Series 63

Registration record

First registered · October 15, 2004

Years registered · 21

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTEGRATED WEALTH MANAGEMENT, INC.

CRD 141092 · SEC 801-128851

AUM

$139M

Regulatory assets under management

Employees

860 client accounts

Services offered by INTEGRATED WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at INTEGRATED WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Edward Michael Grosko offer?

Edward Michael Grosko specializes in Financial Planning, Investment Management. Contact their office in UNIONTOWN, Ohio for a consultation.

What are Edward Michael Grosko's credentials?

Edward Michael Grosko holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Edward Michael Grosko located?

Edward Michael Grosko is based in UNIONTOWN, Ohio, working with INTEGRATED WEALTH MANAGEMENT, INC.. Their office serves clients in the UNIONTOWN metropolitan area and surrounding communities.

How does Edward Michael Grosko charge for services?

Edward Michael Grosko's firm is compensated through percentage of aum, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTEGRATED WEALTH MANAGEMENT, INC.?

INTEGRATED WEALTH MANAGEMENT, INC. has approximately 9 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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