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Edward Michael Grosko

Integrated Wealth Management, Inc.

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About Edward Michael Grosko

Edward Grosko is a financial professional with over 20 years of experience in the financial services industry. Edward is currently registered with Integrated Wealth Management, Inc. as an Investment Advisor Representative. Edward specializes in providing financial planning and investment management services to individuals and families. Edward has a strong background in insurance and real estate, which he utilizes to offer comprehensive financial solutions to his clients.

Firm Information

Edward 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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other

Third party advisory fees

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Edward Grosko’s Registration & Firm History

OH

08/17/2006 - Present

Integrated Wealth Management, Inc. (UNIONTOWN OH)

OH

07/22/2002 - 05/04/2012

THE O.N. EQUITY SALES COMPANY (UNIONTOWN OH)

NY

05/03/1999 - 07/19/2002

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

08/05/1996 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/25/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/02/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Michael Grosko.
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