Sarah Stachnik has been Chief Compliance Officer and Owner of Integrated Benefits since April 2025, is a control person of the firm and directly owns between 10% and 25% of it.
Integrated Benefits, Incorporated is a firm with $101M under management, 155 clients and 2 advisers across 2 offices, as of its October 2026 filing.
Sarah Stachnik is VP, CCO, Senior Financial Advisor of Integrated Benefits, Incorporated, based in Aspen, CO. She specializes in investment management with young professionals in the Aspen area and provides financial advising for family legacy planning, including wealth transfer, estate planning and charitable giving. She previously worked as a collegiate strength and conditioning coach.
Sarah Stachnik’s longest registration is the current one, 6 years at Integrated Benefits since 2020.
- NWF Advisory Services Inc– · 1 yearGrand Junction, CO · Adviser representative · Firm CRD 110410
- – present · 6 yearsAspen, CO · Adviser representative · Firm CRD 112518
Investment adviser representative registrations
Sarah Stachnik is registered as an investment adviser representative in Colorado, since March 2020.
- ColoradoSince 24 March 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 15 January 2020 |
| Series 66 | Uniform Combined State Law Examination | 5 September 2019 |
| SIE | Securities Industry Essentials Examination | 10 April 2019 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Sarah Katherine Stachnik
- CRD
- 6940084
- Firm
- Integrated Benefits · CRD 112518
- Role
- Chief Compliance Officer and Owner
- Office
- 135 West Main St., Apt K, Aspen, CO 81611
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ibiadvisors.com
Where does Sarah Stachnik work?
Sarah Stachnik has been Chief Compliance Officer and Owner of Integrated Benefits, Incorporated since April 2025, and is a control person of the firm.
Is Sarah Stachnik a financial advisor?
Yes. Sarah Stachnik has a current investment-adviser registration in Colorado, through Integrated Benefits since March 2020.
How many years of experience does Sarah Stachnik have?
Sarah Stachnik has 6 years in the financial industry, since January 2020, across 2 adviser firms.
What exams has Sarah Stachnik passed?
Sarah Stachnik has passed 3 licensing exams: the SIE, Series 66 and Series 7TO. The earliest, the SIE, was passed in April 2019.
Where is Sarah Stachnik based?
Sarah Stachnik’s registered office is in Aspen, CO.
Is Sarah Stachnik registered with FINRA?
No. Sarah Stachnik has no current broker registration.
How can I verify Sarah Stachnik’s record?
Search CRD 6940084 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sarah Stachnik’s full registration record.