DF
Dylan M. Fitchet
INTEGRATED PLANNING & WEALTH MANAGEMENT
Conneaut, OH
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CRD#: 7548877
DF
Professional summary
Dylan Michael Fitchet, who also goes by Dylan M Fitchet, Dylan Michael Fitchet, Dylan Fitchet, is a registered financial advisor currently at INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC located in Conneaut, Ohio.
Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Dylan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dylan M Fitchet | Dylan Michael Fitchet | Dylan Fitchet
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 Dylan Michael Fitchet'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 18, 2026 - Present
INTEGRATED PLANNING & WEALTH MANAGEMENT, LLC
RIA
CRD#: 286151
Conneaut, OH
Past
April 3, 2025 - February 11, 2026
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
ASHTABULA, OH
Past
April 3, 2025 - February 11, 2026
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
ASHTABULA, OH
Past
October 23, 2024 - April 3, 2025
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ASHTABULA, OH
Past
September 26, 2024 - April 3, 2025
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ASHTABULA, 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".
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
Ohio(3/19/2026)
IAR
Texas(3/18/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/26/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
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)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
5
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
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.
