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Charles Richard Blozinski

Investment adviser representative at Integrity Wealth LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$304.8MFirm 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

20 years in the industry.

  1. Integrity Wealth LLCJun 2024 to now
  2. Wild Rivers Financial Services, LLCJul 2006 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998

State registrations

Registered as an investment adviser representative in 1 state (OR).

Integrity Wealth LLC

$304.8MAssets managed
245Clients
6Advisers
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
2954135
Firm CRD
330809
Advisor's SEC record (opens in a new tab)
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