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Craig Stephen Wessels

Integrity Wealth Management, Inc.

Spokane, WA

CRD 4661491

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Employer firm

Integrity Wealth Management, Inc. CRD 150103

$163M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Integrity Wealth Management, Inc.

202 East Spokane Falls Blvd. Suite 200, Spokane, WA 99202 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2018-03-06
WA RA APPROVED 2018-03-06
  • ID RA
    APPROVED
    Since 2018-03-06
  • WA RA
    APPROVED
    Since 2018-03-06

Branch Locations

202 East Spokane Falls Blvd. Suite 200, Spokane, WA 99202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Spokane WA 08/2004 01/2018
Charles Schwab Bank Spokane WA 08/2004 01/2018
Integrity Wealth Management, Inc. Spokane WA 03/2018 Present
Previous Registrations
Other Businesses

MR. WESSELS OWNS RENTAL PROPERTY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-28
  • S66 Uniform Combined State Law Examination
    2003-07-28

View on SEC IAPD

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