Stephen Gerard Zorko
Investment adviser representative at Integrity Wealth Management, LLC
14 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$111.1MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Integrity Wealth Management, LLCDec 2003 to now
- Carpenter Technology CorpJul 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 5 states (CA, IL, IN, OH, TX).
Integrity Wealth Management, LLC
$111.1MAssets managed
100Clients
3Advisers
Under 1 yearIn 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
- 4761332
- Firm CRD
- 130422