Kathleen Skowronek
Investment adviser representative at Integrated Planning & Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$119.4MFirm 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
Experience
10 years in the industry.
- Integrated Planning & Wealth Management, LLCJun 2023 to now
- Crosspoint Wealth PartnersAug 2021 to Jun 2023
- Capital Asset Management GroupJun 2021 to Aug 2021
- Crosspoint Wealth PartnersAug 2020 to May 2021
- Duraloy TechnologiesMay 2019 to Aug 2020
- Virginia TechAug 2018 to May 2019
- Southwest Regional Tax BureauJun 2016 to Aug 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Integrated Planning & Wealth Management, LLC
$119.4MAssets managed
169Clients
4Advisers
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
- 7285825
- Firm CRD
- 286151