Dylan Fitchet has been an investment adviser representative at Integrated Planning & Wealth Management since March 2026, and is not listed among the firm’s executive officers or direct owners.
Integrated Planning & Wealth Management, LLC is a firm with $119M under management, 169 clients and 4 advisers across 4 offices, as of its March 2026 filing.
Dylan Fitchet’s longest registration was under a year at Wells Fargo Advisors (2025–2026). Before joining Integrated Planning & Wealth Management in 2026, Dylan Fitchet was registered through Wells Fargo Advisors.
- – present · under a yearConneaut, OH · Adviser representative · Firm CRD 286151
- Wells Fargo Advisors– · under a yearAshtabula, OH · Adviser representative · Firm CRD 11025
- Wells Fargo Advisors– · under a yearAshtabula, OH · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Dylan Fitchet is registered as an investment adviser representative in 2 states. Each was approved in March 2026.
- OhioSince 19 March 2026
- TexasSince 18 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 23 October 2024 |
| Series 7TO | General Securities Representative Examination | 26 September 2024 |
| SIE | Securities Industry Essentials Examination | 22 August 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Dylan Michael Fitchet
- CRD
- 7548877
- Firm
- Integrated Planning & Wealth Management · CRD 286151
- Office
- Conneaut, OH
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Dylan Fitchet work?
Dylan Fitchet is an investment adviser representative registered through Integrated Planning & Wealth Management, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Dylan Fitchet a financial advisor?
Yes. Dylan Fitchet has a current investment-adviser registration in Ohio and Texas, through Integrated Planning & Wealth Management since March 2026.
How many years of experience does Dylan Fitchet have?
Dylan Fitchet has 1 year in the financial industry, since October 2024, across 3 adviser firms.
What exams has Dylan Fitchet passed?
Dylan Fitchet has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2024.
Where did Dylan Fitchet work before Integrated Planning & Wealth Management?
Before Integrated Planning & Wealth Management, Dylan Fitchet was registered through Wells Fargo Advisors, April 2025 to February 2026; Wells Fargo Advisors, October 2024 to April 2025.
Where is Dylan Fitchet based?
Dylan Fitchet’s registered office is in Conneaut, OH.
Is Dylan Fitchet registered with FINRA?
No. Dylan Fitchet has no current broker registration.
How can I verify Dylan Fitchet’s record?
Search CRD 7548877 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dylan Fitchet’s full registration record.
