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Stephen F. Andrusko

INTEGRATED CAPITAL PLANNING
Bend, OR 97702
Some features on this profile are disabled
CRD#: 7285885
SA

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.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Frank Andrusko'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®
None

Experience

Current

March 18, 2026 - Present

INTEGRATED CAPITAL PLANNING LLC

Office #1: 550 Sw Industrial Way Suite 201, Bend, OR 97702
RIA
CRD#: 131574
Bend, OR
Past

October 10, 2022 - March 15, 2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
BROOKFIELD, WI

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
Oregon
(3/18/2026)

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 10/10/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/11/2021
Securities Industry Essentials Examination

Current Firm

IC
INTEGRATED CAPITAL PLANNING LLC
INTEGRATED CAPITAL PLANNING LLC

CRD#: 131574 / SEC#:

Oregon
Registered Investment Advisory firm - (12/11/2020 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
550 Sw Industrial Way Suite 201, Bend, OR 97702
Mailing Address
Po Box 243, Bend, OR 97709
Phone number
(503) 575-9174
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts48
AUM (Assets Under Management)$ 17,852,353

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.

Company Information

INTEGRATED CAPITAL PLANNING LLC

CRD#: 131574Bend, OR 97702

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