Charles Richard Blozinski
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Charlie Blozinski
Similar Advisors
DOUGHERTY INVESTMENT ADVISORS
SOUND INCOME STRATEGIES, LLC
CSENGE ADVISORY GROUP, LLC
BETTERMENT
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
DOUGHERTY INVESTMENT ADVISORS
SOUND INCOME STRATEGIES, LLC
CSENGE ADVISORY GROUP, LLC
BETTERMENT
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
DOUGHERTY INVESTMENT ADVISORS
SOUND INCOME STRATEGIES, LLC
CSENGE ADVISORY GROUP, LLC
BETTERMENT
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
DOUGHERTY INVESTMENT ADVISORS
SOUND INCOME STRATEGIES, LLC
CSENGE ADVISORY GROUP, LLC
BETTERMENT
Credentials
Years of Experience
29 years in the financial services industry
Current & Past Employments
Similar Advisors
DOUGHERTY INVESTMENT ADVISORS
SOUND INCOME STRATEGIES, LLC
CSENGE ADVISORY GROUP, LLC
BETTERMENT
Current Firm
INTEGRITY FINANCIAL | SANDERS COFFEE GROUP LLC | RETIREMENT INTELLIGENCE | INTEGRITY WEALTH LLC
Contact Information
Main Address
1200 Executive Parkway Suite 430, Eugene, OR 97401Phone Number
(541) 650-6061# of Employees
6SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
831AUM (Assets Under Management)
$304,822,152Similar Advisors
DOUGHERTY INVESTMENT ADVISORS
SOUND INCOME STRATEGIES, LLC
CSENGE ADVISORY GROUP, LLC
BETTERMENT
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
DOUGHERTY INVESTMENT ADVISORS
SOUND INCOME STRATEGIES, LLC
CSENGE ADVISORY GROUP, LLC
BETTERMENT
Primary Firm SEC Registration
INTEGRITY FINANCIAL | SANDERS COFFEE GROUP LLC | RETIREMENT INTELLIGENCE | INTEGRITY WEALTH LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
DOUGHERTY INVESTMENT ADVISORS
SOUND INCOME STRATEGIES, LLC
CSENGE ADVISORY GROUP, LLC
BETTERMENT
CRS (Client Relationship Summary) - RIA
Click below to view Charles Richard Blozinski's CRS (Customer Relationship Summary).
Similar Advisors
DOUGHERTY INVESTMENT ADVISORS
SOUND INCOME STRATEGIES, LLC
CSENGE ADVISORY GROUP, LLC
BETTERMENT
