Kailey Bonniwell
Investment adviser representative at Integrated Wealth Management, Inc.
11 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
11 years in the industry.
- Integrated Wealth Management, Inc.Jun 2024 to now
- LPL Financial LLCApr 2022 to May 2024
- Symphony Financial ServicesApr 2022 to May 2024
- Kent State UniversityAug 2019 to May 2022
- Bubba's 33Apr 2017 to Apr 2022
- Jackson High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7544812
- Firm CRD
- 141092