Edward Michael Grosko
Investment adviser representative at Integrated Wealth Management, Inc.
24 yearsExperience
1 stateRegistered in
ChFC®Designation
$254.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Integrated Wealth Management, Inc.May 2006 to now
- The O.N. Equity Sales CompanyJul 2002 to now
- Ohio National Life InsuranceMay 2002 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (OH).
Integrated Wealth Management, Inc.
$254.1MAssets managed
530Clients
7Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2732880
- Firm CRD
- 141092