Roy Stachnik has been President and Owner of Integrated Benefits since May 1997, is a control person of the firm and directly owns 75% or more of it. Roy Stachnik holds a Bachelor of Science in Architecture from the University of Illinois Chicago and a Master of Science in Financial Services from The American College.
Integrated Benefits, Incorporated is a firm with $101M under management, 155 clients and 2 advisers across 2 offices, as of its October 2026 filing.
Roy Stachnik is CEO, Senior Financial Advisor of Integrated Benefits, Incorporated, based in Aspen, CO. He and a tax attorney formed the firm in 1998. He practiced as an architect before joining the financial services industry in 1983 and has provided wealth management advice for over 35 years.
Roy Stachnik’s longest registration is the current one, 27 years at Integrated Benefits since 1999.
- – present · 27 yearsGrand Junction, CO · Adviser representative · Firm CRD 112518
- Royal Alliance Associates, Inc.– · 22 yearsGrand Junction, CO · Adviser representative · Firm CRD 23131
Professional designations
Listed by Integrated Benefits
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Roy Stachnik is registered as an investment adviser representative in Colorado, since January 1999.
- ColoradoSince 1 January 1999
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 11 February 1999 |
| Series 22 | Direct Participation Programs Representative Examination | 15 November 1984 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 July 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Roy Edwin Stachnik
- CRD
- 1260290
- Firm
- Integrated Benefits · CRD 112518
- Role
- President and Owner
- Office
- Grand Junction, CO
- Registration
- Investment adviser registration
- In the industry since
- July 1984
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ibiadvisors.com
Where does Roy Stachnik work?
Roy Stachnik has been President and Owner of Integrated Benefits, Incorporated since May 1997, and is a control person of the firm.
Is Roy Stachnik a financial advisor?
Yes. Roy Stachnik has a current investment-adviser registration in Colorado, through Integrated Benefits since January 1999.
How many years of experience does Roy Stachnik have?
Roy Stachnik has 42 years in the financial industry, since July 1984, across 2 adviser firms.
What exams has Roy Stachnik passed?
Roy Stachnik has passed 3 licensing exams: the Series 6, Series 22 and Series 63. The earliest, the Series 6, was passed in July 1984. FINRA credited Roy Stachnik with the SIE, which began in October 2018.
Where is Roy Stachnik based?
Roy Stachnik’s registered office is in Grand Junction, CO.
Is Roy Stachnik registered with FINRA?
No. Roy Stachnik has no current broker registration.
How can I verify Roy Stachnik’s record?
Search CRD 1260290 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Roy Stachnik’s full registration record.
