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Charles Blozinski

Advisor at Integrity Wealth LLC

Updated today

Location

Brookings, OR 97415

Credentials

CFP®, Series 63

Industry experience

21 years

About

Charles Blozinski is a CFP® professional with 21 years of industry experience. He is currently with Integrity Wealth LLC, a team-based firm, and has been associated with Wild Rivers Financial Services, LLC for over 20 years. Integrity Wealth serves individuals, trusts, estates, and businesses with a variety of advisory services, including discretionary investment management and comprehensive wealth management. The firm employs a long-term, customized investment approach using low-cost mutual funds and ETFs, supplemented by individual securities, and offers educational seminars through a local college under its Retirement Intelligence d/b/a.

Client services

Based on Integrity Wealth LLC

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Integrity Wealth LLC

General retirement planning Retirement income strategy Income planning Cash flow / budgeting

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Fee options

Percentage

$0+: up to 1.75% annually for wealth management services $0+: up to 1.50% annually for retirement plan advisory services

Other

Fee-only: Financial planning services for a fixed engagement fee ranging from $1,500 to $5,000 per engagement

Location

703 Chetco Blvd.

Brookings, OR 97415

Most active in

Oregon

Work history

Integrity Wealth LLC

2024 - Present (2 years)

Wild Rivers Financial Services, LLC

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brandon H

Series 66

Brookings, OR

Edward Jones

Brandon Hodges is a financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015 and holds the Series 66 designation. Outside of his advisory role, he is a silent partner in a fishing products business and co-owns a real estate investment LLC with his brother. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm offers a range of advisory programs and investment options, managing over $1 trillion in assets through a large network of advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance General retirement planning Founder/Business Owner

Nathan H

Series 66

Brookings, OR

Edward Jones

Nathan Hanscam is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at Premier Community Supports, LLC, the Brookings-Harbor School District, and Rise Services, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy Inheritance planning Founder/Business Owner

Emily R

Series 63

Brookings, OR

Edward Jones

Emily Rumiano is a financial advisor with Edward Jones in Brookings, Oregon, holding a Series 63 designation and 23 years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory work, she operates a clubhouse activity business in Brookings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive

Damien G

Series 63, Series 66

Brookings, OR

Edward Jones

Damien Garrels is a financial advisor with Edward Jones in Brookings, OR, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Jonathan T

Series 63, Series 66

Brookings, OR

J.P. Morgan Securities

Jonathan Townley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Wealth management Executive Founder/Business Owner
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