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Inactive

Stephen Frank Andrusko

Integrated Capital Planning LLC

Bend, OR

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Current Employers
Integrated Capital Planning Llc

550 Sw Industrial Way Suite 201, Bend, OR 97702 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-03-18
  • OR RA
    APPROVED
    Since 2026-03-18

Branch Locations

550 Sw Industrial Way Suite 201, Bend, OR 97702 • 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
Stifel Brookfield WI 08/2020 02/2023
Ameriprise Financial Brookfield WI 06/2019 09/2019
Bluemound Golf/Country Club Wauwatosa WI 06/2018 09/2018
Unemployed Brookfield WI 01/2010 06/2018
University Of Wisconsin-Madison Madison WI 09/2016 05/2020
Integrated Capital Planning Llc Bend OR 02/2023 Present
  • 08/2020 → 02/2023
    Stifel
    Brookfield, WI
  • 06/2019 → 09/2019
    Ameriprise Financial
    Brookfield, WI
  • 06/2018 → 09/2018
    Bluemound Golf/Country Club
    Wauwatosa, WI
  • 01/2010 → 06/2018
    Unemployed
    Brookfield, WI
  • 09/2016 → 05/2020
    University Of Wisconsin-Madison
    Madison, WI
  • 02/2023 → Present
    Integrated Capital Planning Llc
    Bend, OR
Designations

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC.
PROSPERA FINANCIAL SERVICES, INC.
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ELEVATION CAPITAL ADVISORY
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CAPSTONE WEALTH MANAGEMENT GROUP, INC.
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

Other Investors

PAUL BRADLEY WATERMAN
Ryan P Jordan
JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR

More in Bend, OR

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