Sarah K. Stachnik
INTEGRATED BENEFITS | Financial Advisor
Aspen, CO 81611
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CRD#: 6940084
Professional summary
Sarah Katherine Stachnik is a registered financial advisor currently at INTEGRATED BENEFITS, INCORPORATED located in Aspen, Colorado.
Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Sarah has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
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.
1) OSAIC WEALTH INC.; INVESTMENT-RELATED; REGISTERED REPRESENTATIVE OF BROKER-DEALER. 01/2020: 160 hours/ month; Responsible for conducting the administration of investment products and services. Market and sell financial products and services to potential clients. Offer advice and representation of the following financial products: Annuities Estate planning Insurance Mutual funds Retirement plans (Individual Retirement Accounts) Stocks Education savings Trust funds Prepare various reports and correspondence, maintain files and databases and verify financial data. Provide strategies and suggestions to clients. Provide administrative support, such as organizing records, opening and distributing mail and answering telephone calls. Travel frequently to meet with potential and established clients. 2. INTEGRATED BENEFITS, INCORPORATED POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/17/2020 ADDRESS: 321 Shadow Lake Ct, Grand Junction CO 81507, United States DESCRIPTION: Responsible for conducting the administration of investment products and services. Market and sell financial products and services to potential clients. Offer advice and representation of the following financial products: Annuities, Estate planning, Insurance, Mutual funds, Retirement plans (Individual Retirement Accounts)Stocks, Education savings, Trust funds, Prepare various reports and correspondence, maintain files and databases and verify financial data. Provide strategies and suggestions to clients. Provide administrative support, such as organizing records, opening and distributing mail and answering telephone calls. Travel frequently to meet with potential and established clients. 3. Licensed Insurance Agent; Investment Related: Yes; Location: 217 VINE STREET ASPEN, CO 81611; life insurance 4. WEST INVEST LTD. POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 02/12/2024 ADDRESS: 217 Vine St, Aspen, CO CO 81611, United States DESCRIPTION: Provide Insurance on a commission-based basis, paid to me directly by Oasic Wealth on a quarterly basis.
CRS (Client Relationship Summary) - RIA
Click below to view Sarah Katherine Stachnik's 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®
NoneExperience
Current
March 24, 2020 - Present
INTEGRATED BENEFITS, INCORPORATED
Office #1: 135 West Main St. Apt K, Aspen, CO 81611RIA
CRD#: 112518
Aspen, CO
Past
June 19, 2024 - October 15, 2025
NWF ADVISORY SERVICES INC
RIA
CRD#: 110410
Grand Junction, CO
Past
January 15, 2020 - October 4, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
GRAND JUNCTION, CO
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".
IB
INTEGRATED BENEFITS, INCORPORATED
FOX BUILDING LLC | ROY E. STACHNIK DBA NEW YORK LIFE INSURANCE COMPANY | INTEGRATED BENEFITS, INCORPORATED
CRD#: 112518 / SEC#: 801-132391
RIA
Registered Investment Advisory firm - (4/14/2025 Approved)Colorado
Registered Investment Advisory firm - (7/19/2025 Terminated)Texas
Registered Investment Advisory firm - (7/16/2025 Terminated)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
Colorado(3/24/2020)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/15/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
IB
INTEGRATED BENEFITS, INCORPORATED
FOX BUILDING LLC | ROY E. STACHNIK DBA NEW YORK LIFE INSURANCE COMPANY | INTEGRATED BENEFITS, INCORPORATED
CRD#: 112518 / SEC#: 801-132391
RIA
Registered Investment Advisory firm - (4/14/2025 Approved)Colorado
Registered Investment Advisory firm - (7/19/2025 Terminated)Texas
Registered Investment Advisory firm - (7/16/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Grand Junction, CO
Mailing Address
Phone number
(970) 618-3000
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 193 |
| AUM (Assets Under Management) | $ 100,501,171 |
Red Flags
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Company Information
INTEGRATED BENEFITS, INCORPORATED
Financial AdvisorCRD#: 112518Aspen, CO 81611TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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