AdFi
RE

Roy Edwin Stachnik

Investment Adviser Representative at Integrated Benefits, Incorporated

Grand Junction, COCRD #1260290Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
42 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Roy Edwin Stachnik is an investment adviser representative with Integrated Benefits, Incorporated in Grand Junction, CO, where they have been registered since 1999. They have worked in the securities industry since 1984 and were previously registered with Royal Alliance Associates, Inc. They have passed 4 industry qualification exams, including the Series 63 (state securities agent), Series 6 (investment company and variable products), and Series 22 (direct participation programs). They are registered to provide investment advice in Colorado.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 2/11/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 22
Direct Participation Programs Representative Examination
Passed 11/15/1984
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/23/1984

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Integrated Benefits, IncorporatedCurrent
1/1/1999 – Grand Junction, CO
Royal Alliance Associates, Inc.
1/1/1999 – 5/11/2021Grand Junction, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. NEW YORK LIFE Insurance Co
    Jun 1983 – no end date reportedDenver, CO
  2. Osaic Wealth, Inc.
    May 1996 – no end date reportedGlenwood Springs, CO
  3. Integrated Benefits, Incorporated
    Jun 1989 – no end date reportedGrand Junction, CO

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Integrated Benefits, Incorporated

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Estimated blended rate
0.01

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Grand Junction, CO

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Roy Edwin Stachnik has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Roy Edwin Stachnik (Integrated Benefits) - Advisor Profile