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Dylan Michael Fitchet

Integrated Planning & Wealth Management, LLC

Westfield, IN

Conneaut, OH

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Current Employers
Integrated Planning & Wealth Management, Llc

Westfield, IN • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-19
TX RA APPROVED 2026-03-18
  • OH RA
    APPROVED
    Since 2026-03-19
  • TX RA
    APPROVED
    Since 2026-03-18

Branch Locations

Westfield, IN • United States

Conneaut, OH • 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
Wells Fargo Clearing Services, Llc Ashtabula OH 06/2024 04/2025
Bowling Green State University Bowling Green OH 08/2019 04/2024
Unemployed Ashtabula OH 01/2014 07/2019
Wells Fargo Advisors Financial Network, Llc Westlake OH 04/2025 02/2026
Integrated Planning & Wealth Management, Llc Conneaut OH 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-23
  • S66 Uniform Combined State Law Examination
    2024-10-23
Other Names
  • Dylan Michael Fitchet
  • Dylan M Fitchet
  • Dylan Fitchet

View on SEC IAPD

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