linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Benjamin D Grosko

Integrated Wealth Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Benjamin? Claim Your Profile

About Benjamin D Grosko

Benjamin Grosko is an investment advisor representative at Integrated Wealth Management, Inc. in Uniontown, Ohio. Benjamin has been working in the financial industry since May 2005. Benjamin is registered with the state of Ohio and holds a Series 65 license. Benjamin provides financial planning services, educational seminars, and portfolio management for individuals. The advisor also provides selection of other advisers for clients. Benjamin's firm, Integrated Wealth Management, Inc., manages approximately $139 million in assets.

Firm Information

Benjamin Grosko is currently registered with Integrated Wealth Management, Inc.. Integrated Wealth Management, Inc. is a registered investment advisor with 6 licensed agents, 5 investment advisor representatives, and 5 investment advisory functions. Their main office is located in UNIONTOWN, OH. The firm manages approximately $139,241,673 in assets across 860 accounts for various client types, including high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Integrated Wealth Management, Inc. offers a range of advisory services including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. They can be contacted through their website, IWMgameplan.com, or through their social media channels.
Integrated Wealth Management, Inc.

1790 TOWN PARK BLVD.

UNIONTOWN, OH 44685

$139.24M

Assets Under Management

5

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Third party advisory fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Benjamin Grosko’s Registration & Firm History

OH

08/13/2015 - Present

Integrated Wealth Management, Inc. (UNIONTOWN OH)

Not sure if Benjamin D Grosko is right for you?

Licenses & Designations

IA

Issued 08/12/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin D Grosko.
Not sure if Benjamin D Grosko is right for you?