Sarah Katherine Stachnik
Investment adviser representative at Integrated Benefits, Incorporated
10 yearsExperience
1 stateRegistered in
$101.3MFirm assets
1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Integrated Benefits, IncorporatedJan 2020 to now
- Osaic Wealth Inc.Jun 2018 to now
- Integrated Benefits IncJan 2018 to Dec 2019
- University of WyomingJan 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
Integrated Benefits, Incorporated
$101.3MAssets managed
155Clients
2Advisers
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
- 6940084
- Firm CRD
- 112518