Charles R. Blozinski

INTEGRITY WEALTH LLC

Brookings, OR 97415

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CRD#: 2954135

Professional summary

Charles Richard Blozinski, CFP®, who also goes by Charlie Blozinski, is a registered financial advisor currently at INTEGRITY WEALTH LLC located in Brookings, Oregon.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Charles has worked at 7 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charlie Blozinski

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Richard Blozinski's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

June 21, 2024 - Present

INTEGRITY WEALTH LLC

Office #1: 703 Chetco Blvd., Brookings, OR 97415

RIA

CRD#: 330809

Brookings, OR

Past

August 24, 2006 - October 24, 2024

INTEGRITY FINANCIAL PLANNERS

RIA

CRD#: 140333

Brookings, OR

Past

May 2, 2005 - July 14, 2006

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

BOCA RATON, FL

Past

April 18, 2005 - July 14, 2006

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

BOCA RATON, FL

Past

December 8, 2004 - March 4, 2005

CITICORP INVESTMENT SERVICES

RIA

CRD#: 23988

BOCA RATON, FL

Past

November 15, 2004 - March 4, 2005

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, NY

Past

July 29, 1998 - April 3, 2000

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

July 20, 1998 - November 17, 2004

SOUTHTRUST SECURITIES, LLC

CRD#: 17922

BIRMINGHAM, AL

Past

October 10, 1997 - July 16, 1998

GRIFFIN FINANCIAL SERVICES

CRD#: 10823

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".

INTEGRITY WEALTH LLC

INTEGRITY FINANCIAL | SANDERS COFFEE GROUP LLC | INTEGRITY WEALTH LLC

CRD#: 330809 / SEC#: 801-130226

RIA

Registered Investment Advisory firm - (5/6/2024 Approved)

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

Oregon
(6/21/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/6/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/9/1997

General Securities Representative Examination

Current Firm

INTEGRITY WEALTH LLC

INTEGRITY FINANCIAL | SANDERS COFFEE GROUP LLC | INTEGRITY WEALTH LLC

CRD#: 330809 / SEC#: 801-130226

RIA

Registered Investment Advisory firm - (5/6/2024 Approved)

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Contact information

Main Address

576 Olive Street Suite 303, Eugene, OR 97401

Mailing Address

Phone number

(541) 650-6061

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTEGRITY WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/31/2025)

Regulatory assets under management

Total Number of Accounts	764
AUM (Assets Under Management)	$ 260,316,725

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Charles R. Blozinski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Richard Blozinski's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY FINANCIAL PLANNERS

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

CITICORP INVESTMENT SERVICES

CITICORP INVESTMENT SERVICES

IFMG SECURITIES, INC.

SOUTHTRUST SECURITIES, LLC

GRIFFIN FINANCIAL SERVICES

Primary Firm SEC Registration

INTEGRITY WEALTH LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/6/1998

Series 7

Date: 10/9/1997

Current Firm

INTEGRITY WEALTH LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRITY WEALTH LLC

TRUST BUT VERIFY

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