Benjamin D. Grosko

INTEGRATED WEALTH MANAGEMENT

Uniontown, OH 44685

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CRD#: 5653871

Professional summary

Benjamin D Grosko, who also goes by Benjamin Grosko, is a registered financial advisor currently at INTEGRATED WEALTH MANAGEMENT, INC. located in Uniontown, Ohio.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Benjamin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Benjamin Grosko

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). GROSKO ENTERPRISES LLC;NOT INVESTMENT RELATED; 3939 MASSILLON RD, STE 1001, UNIONTWON, OH 44685; RESTAURANT; 50% OWNER; START DATE 12/01/06; 5 HOURS PER MONTH (0 DURING TRADING HOURS); OVERSEE THE OPERATIONS FOR ACCOUNTABILITY. 2). INTEGRATED PLANNING; NON INVESTMENT RELATED; 1790 TOWN PARK BLVD, SUITE K, UNIONTOWN, OH 44685;INSURANCE; OPERATION; 05/01/2005-PRESENT; 160 HOURS/MONTH (0 HOURS DURING TRADING); HELP RUN THE OPERATIONS OF THE INTEGRATED PLANNING BY SUPERVISING PERSONNEL AND AGENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin D Grosko'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®

None

Experience

Current

August 13, 2015 - Present

INTEGRATED WEALTH MANAGEMENT, INC.

Office #1: 1790 Town Park Blvd. Suite K, Uniontown, OH 44685

RIA

CRD#: 141092

Uniontown, OH

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".

INTEGRATED WEALTH MANAGEMENT, INC.

CRD#: 141092 / SEC#: 801-128851

RIA

Registered Investment Advisory firm - (10/11/2023 Approved)

Ohio

Registered Investment Advisory firm - (4/1/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Ohio
(8/13/2015)

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: 8/12/2015

Uniform Investment Adviser Law Examination

Current Firm

INTEGRATED WEALTH MANAGEMENT, INC.

CRD#: 141092 / SEC#: 801-128851

RIA

Registered Investment Advisory firm - (10/11/2023 Approved)

Ohio

Registered Investment Advisory firm - (4/1/2024 Terminated)

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Contact information

Main Address

1790 Town Park Blvd. Suite K, Uniontown, OH 44685

Mailing Address

Phone number

(330) 896-1644

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTEGRATED WEALTH MANAGEMENT (CRD 141092) ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,075
AUM (Assets Under Management)	$ 189,464,931

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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Benjamin D. Grosko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin D Grosko's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRATED WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

INTEGRATED WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/12/2015

Current Firm

INTEGRATED WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRATED WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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