KS
Kathleen Skowronek
INTEGRATED PLANNING & WEALTH MANAGEMENT
Pittsburgh, PA
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CRD#: 7285825
KS
Professional summary
Kathleen Skowronek, who also goes by Kate Skowronek, is a registered financial advisor currently at INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC located in Pittsburgh, Pennsylvania.
Kathleen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kathleen has worked at 1 firm and has passed the SIE exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kate Skowronek
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.
CRS (Client Relationship Summary) - RIA
Click below to view Kathleen Skowronek'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
January 10, 2025 - Present
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
RIA
CRD#: 286151
Pittsburgh, PA
Past
November 15, 2023 - December 31, 2024
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
RIA
CRD#: 286151
Virginia Beach, VA
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".
IP
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
CRD#: 286151 / SEC#: 801-130748
RIA
Registered Investment Advisory firm - (7/24/2024 Approved)Illinois
Registered Investment Advisory firm - (8/19/2024 Terminated)Indiana
Registered Investment Advisory firm - (8/21/2024 Terminated)Kansas
Registered Investment Advisory firm - (8/19/2024 Terminated)Louisiana
Registered Investment Advisory firm - (8/19/2024 Terminated)Minnesota
Registered Investment Advisory firm - (8/20/2024 Terminated)Ohio
Registered Investment Advisory firm - (8/19/2024 Terminated)Texas
Registered Investment Advisory firm - (8/19/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (8/19/2024 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
Pennsylvania(6/26/2025)
IAR
Texas(1/10/2025)
Current Firm
IP
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
CRD#: 286151 / SEC#: 801-130748
RIA
Registered Investment Advisory firm - (7/24/2024 Approved)Illinois
Registered Investment Advisory firm - (8/19/2024 Terminated)Indiana
Registered Investment Advisory firm - (8/21/2024 Terminated)Kansas
Registered Investment Advisory firm - (8/19/2024 Terminated)Louisiana
Registered Investment Advisory firm - (8/19/2024 Terminated)Minnesota
Registered Investment Advisory firm - (8/20/2024 Terminated)Ohio
Registered Investment Advisory firm - (8/19/2024 Terminated)Texas
Registered Investment Advisory firm - (8/19/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (8/19/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Westfield, IN
Mailing Address
275 Medical Dr. #4356, Carmel, IN 46082
Phone number
(317) 706-4748
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 405 |
| AUM (Assets Under Management) | $ 80,397,503 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
