Stephen Zorko has been Managing Director of Integrity Wealth Management since December 2003, is a control person of the firm and directly owns 75% or more of it. Stephen Zorko holds a B.S. in engineering from The Ohio State University and an M.S. in engineering from the University of Cincinnati.
Integrity Wealth Management, LLC is a firm with $111M under management, 100 clients and 3 advisers in one office, as of its June 2026 filing.
Stephen G. Zorko is Owner of Integrity Wealth Management, LLC in Loveland, OH. Over 35 years of experience in the aerospace and investment industries prepared him to own and operate the firm, and he held executive positions in public, private and private equity businesses. His focus is on client engagement, developing financial plans and managing portfolios.
- – present · 22 yearsLoveland, OH · Adviser representative · Firm CRD 130422
Professional designations
Listed by Integrity Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Stephen Zorko is registered as an investment adviser representative in 5 states. The first approvals date from February 2004; the most recent is Texas, in February 2026.
- CaliforniaSince 2 February 2018
- IllinoisSince 8 June 2012
- IndianaSince 24 February 2012
- OhioSince 23 February 2004
- TexasSince 12 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 January 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stephen Gerard Zorko
- CRD
- 4761332
- Firm
- Integrity Wealth Management · CRD 130422
- Role
- Managing Director
- Office
- Loveland, OH
- Registration
- Investment adviser registration
- In the industry since
- February 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- iwmcfp.net
Where does Stephen Zorko work?
Stephen Zorko has been Managing Director of Integrity Wealth Management, LLC since December 2003, and is a control person of the firm.
Is Stephen Zorko a financial advisor?
Yes. Stephen Zorko has a current investment-adviser registration in California, Illinois, Indiana, Ohio and Texas, through Integrity Wealth Management since February 2004.
How many years of experience does Stephen Zorko have?
Stephen Zorko has 22 years in the financial industry, since February 2004, across 1 adviser firm.
What exams has Stephen Zorko passed?
Stephen Zorko passed the Series 65 in January 2004.
Where is Stephen Zorko based?
Stephen Zorko’s registered office is in Loveland, OH.
Is Stephen Zorko registered with FINRA?
No. Stephen Zorko has no current broker registration.
Is Stephen Zorko a CFP?
Integrity Wealth Management lists Stephen Zorko with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Stephen Zorko’s record?
Search CRD 4761332 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Zorko’s full registration record.