Stephen G. Zorko

INTEGRITY WEALTH MANAGEMENT

Loveland, OH

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CRD#: 4761332

Professional summary

Stephen Gerard Zorko, CFP® is a registered financial advisor currently at INTEGRITY WEALTH MANAGEMENT, LLC located in Loveland, Ohio.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Stephen has worked at 1 firm and has passed the Series 65 exam.

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.

I perform consulting services as an independent contractor for Carpenter Technology Corporation located at 1735 Market Street, 15th Floor, Philadelphia, PA 19103. Carpenter produces high performance metals. I support the Corporate Development function working on projects and analysis of potential acquisitions. The start date was 01/2018 and I work 24 hours per month, most of which is in the evenings and weekends. The work does not interfere with my duties at Integrity Wealth Management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Gerard Zorko'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: 2007

Experience

Current

February 23, 2004 - Present

INTEGRITY WEALTH MANAGEMENT, LLC

RIA

CRD#: 130422

Loveland, OH

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

California
(2/2/2018)

IAR

Illinois
(6/8/2012)

IAR

Indiana
(2/24/2012)

IAR

Ohio
(2/23/2004)

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

IAR

Series 65

Date: 1/9/2004

Uniform Investment Adviser Law Examination

Current Firm

INTEGRITY WEALTH MANAGEMENT, LLC

CRD#: 130422 / SEC#: 801-134862

California

Registered Investment Advisory firm - (2/2/2018 Approved)

Illinois

Registered Investment Advisory firm - (6/8/2012 Approved)

Indiana

Registered Investment Advisory firm - (2/24/2012 Approved)

Ohio

Registered Investment Advisory firm - (2/19/2004 Approved)

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Contact information

Main Address

Loveland, OH

Mailing Address

Phone number

(513) 289-2625

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IWM FORM ADV PART 2A & PART 2B (10/30/2025)

Regulatory assets under management

Total Number of Accounts	350
AUM (Assets Under Management)	$ 105,400,583

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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Stephen G. Zorko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Gerard Zorko's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/9/2004

Current Firm

INTEGRITY WEALTH MANAGEMENT, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRITY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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