Benjamin D Grosko
Investment adviser representative at Integrated Wealth Management, Inc.
21 yearsExperience
1 stateRegistered in
$254.1MFirm assets
2 yearsFirm in business
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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
21 years in the industry.
- Integrated Wealth Management, Inc.Jan 2020 to now
- Integrated PlanningMay 2005 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
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
- 5653871
- Firm CRD
- 141092