Kathleen Skowronek has been an investment adviser representative at Integrated Planning & Wealth Management since January 2025, 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.
- – present · 2 yearsPittsburgh, PA · Adviser representative · Firm CRD 286151
Investment adviser representative registrations
Kathleen Skowronek is registered as an investment adviser representative in 2 states. The first approvals date from January 2025; the most recent is Pennsylvania, in June 2025.
- PennsylvaniaSince 26 June 2025
- TexasSince 10 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 14 August 2021 |
- Name
- Securities Industry Essentials Examination
- CRD
- 7285825
- Firm
- Integrated Planning & Wealth Management · CRD 286151
- Office
- Pittsburgh, PA
- Registration
- Investment adviser registration
- In the industry since
- November 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Kathleen Skowronek work?
Kathleen Skowronek is an investment adviser representative registered through Integrated Planning & Wealth Management, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kathleen Skowronek a financial advisor?
Yes. Kathleen Skowronek has a current investment-adviser registration in Pennsylvania and Texas, through Integrated Planning & Wealth Management since January 2025.
How many years of experience does Kathleen Skowronek have?
Kathleen Skowronek has 2 years in the financial industry, since November 2023, across 1 adviser firm.
What exams has Kathleen Skowronek passed?
Kathleen Skowronek passed the SIE in August 2021.
Where is Kathleen Skowronek based?
Kathleen Skowronek’s registered office is in Pittsburgh, PA.
Is Kathleen Skowronek registered with FINRA?
No. Kathleen Skowronek has no current broker registration.
How can I verify Kathleen Skowronek’s record?
Search CRD 7285825 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kathleen Skowronek’s full registration record.
