Roy E. Stachnik
INTEGRATED BENEFITS | Financial Professional
GRAND JUNCTION, CO
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CRD#: 1260290
Professional summary
Roy Edwin Stachnik is a registered financial advisor currently at INTEGRATED BENEFITS, INCORPORATED located in Grand Junction, Colorado.
Roy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Roy has worked at 3 firms and has passed the Series 63, SIE, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. INTEGRATED BENEFITS, INCORPORATED POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 01/01/1989 ADDRESS: 321 Shadow Lake Court, Grand Junction CO 81507, United States DESCRIPTION: Integrated Benefits, Incorporated (IBI)is a Registered Investment Advisor (State of Colorado). IBI provides financial planning and business continuity/exiting services to individuals, small and mid-sized business owners and high net-worth individuals. 2. ROY E. STACHNIK D/B/A NEW YORK LIFE INSURANCE POSITION: Statutory Agent - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 05/31/1983 ADDRESS: 321 Shadow Lake Court, Grand Junction CO 81507, United States DESCRIPTION: I have been a career agent for New York Life Insurance Company, since May 31, 1983. On May 1, 2018 I elected to take a Retired Agent's Contract which allows me to sell and service New York Life policyholders that have purchased traditional whole life, universal life, term life and fixed annuities.
CRS (Client Relationship Summary) - RIA
Click below to view Roy Edwin Stachnik's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 1, 1999 - Present
INTEGRATED BENEFITS, INCORPORATED
RIA
CRD#: 112518
GRAND JUNCTION, CO
Past
January 1, 1999 - May 11, 2021
OSAIC WEALTH, INC.
RIA
CRD#: 23131
GRAND JUNCTION, CO
Past
June 19, 1996 - October 4, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
GRAND JUNCTION, CO
Past
July 24, 1984 - February 19, 1997
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IB
INTEGRATED BENEFITS, INCORPORATED
FOX BUILDING LLC | ROY E. STACHNIK DBA NEW YORK LIFE INSURANCE COMPANY | INTEGRATED BENEFITS, INCORPORATED
CRD#: 112518 / SEC#: 801-132391
RIA
Registered Investment Advisory firm - (4/14/2025 Approved)Colorado
Registered Investment Advisory firm - (7/19/2025 Terminated)Texas
Registered Investment Advisory firm - (7/16/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(1/1/1999)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
IB
INTEGRATED BENEFITS, INCORPORATED
FOX BUILDING LLC | ROY E. STACHNIK DBA NEW YORK LIFE INSURANCE COMPANY | INTEGRATED BENEFITS, INCORPORATED
CRD#: 112518 / SEC#: 801-132391
RIA
Registered Investment Advisory firm - (4/14/2025 Approved)Colorado
Registered Investment Advisory firm - (7/19/2025 Terminated)Texas
Registered Investment Advisory firm - (7/16/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Grand Junction, CO
Mailing Address
Phone number
(970) 618-3000
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 193 |
| AUM (Assets Under Management) | $ 100,501,171 |
Red Flags
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Company Information
INTEGRATED BENEFITS, INCORPORATED
Financial ProfessionalCRD#: 112518Grand Junction, COTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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