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Charles Richard Blozinski

Charles R. Blozinski

INTEGRITY WEALTH
Brookings, OR 97415
Some features on this profile are disabled
CRD#: 2954135
Charles Richard Blozinski

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.

BD
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

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

July 29, 1998 - April 3, 2000

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

July 20, 1998 - November 17, 2004

SOUTHTRUST SECURITIES, LLC

BD
CRD#: 17922
BIRMINGHAM, AL
Past

October 10, 1997 - July 16, 1998

GRIFFIN FINANCIAL SERVICES

BD
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".
IW
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)

Exams

State Security Law Exam
RR
Series 63
Date: 2/6/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/9/1997
General Securities Representative Examination

Current Firm

IW
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)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
6

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts764
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.

Company Information

INTEGRITY WEALTH LLC

CRD#: 330809Brookings, OR 97415

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