Stephen Frank Andrusko
Professional Summary
Stephen Frank Andrusko is a registered financial advisor currently at INTEGRATED CAPITAL PLANNING LLC located in Bend, Oregon. Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Stephen has worked at 2 firms and has passed the Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
INTEGRATED CAPITAL PLANNING LLC
Contact Information
Main Address
550 Sw Industrial Way Suite 201, Bend, OR 97702Mailing Address
Po Box 243, Bend, OR 97709Phone Number
(503) 575-9174# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
75AUM (Assets Under Management)
$29,864,000Similar Advisors
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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.
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State Registrations and Notice Filings
(3/18/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Stephen Frank Andrusko's CRS (Customer Relationship Summary).
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