Sarah Katherine Stachnik

Current Employers

Employment History

• 01/2018 → 12/2019
  Integrated Benefits Inc
  Grand Junction, CO
• 01/2016 → 01/2018
  University Of Wyoming
  Laramie, WY
• 06/2018 → Present
  Osaic Wealth Inc.
  Grand Junction, CO
• 01/2020 → Present
  Integrated Benefits Incorporated
  Grand Junction, CO

Previous Registrations

• 2024-06-19 → 2025-10-15
  Nwf Advisory Services Inc
  Grand Junction, CO

Other Businesses

1) OSAIC WEALTH INC.; INVESTMENT-RELATED; REGISTERED REPRESENTATIVE OF BROKER-DEALER. 01/2020: 160 hours/ month; Responsible for conducting the administration of investment products and services. Market and sell financial products and services to potential clients. Offer advice and representation of the following financial products: Annuities Estate planning Insurance Mutual funds Retirement plans (Individual Retirement Accounts) Stocks Education savings Trust funds Prepare various reports and correspondence, maintain files and databases and verify financial data. Provide strategies and suggestions to clients. Provide administrative support, such as organizing records, opening and distributing mail and answering telephone calls. Travel frequently to meet with potential and established clients. 2. INTEGRATED BENEFITS, INCORPORATED POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/17/2020 ADDRESS: 321 Shadow Lake Ct, Grand Junction CO 81507, United States DESCRIPTION: Responsible for conducting the administration of investment products and services. Market and sell financial products and services to potential clients. Offer advice and representation of the following financial products: Annuities, Estate planning, Insurance, Mutual funds, Retirement plans (Individual Retirement Accounts)Stocks, Education savings, Trust funds, Prepare various reports and correspondence, maintain files and databases and verify financial data. Provide strategies and suggestions to clients. Provide administrative support, such as organizing records, opening and distributing mail and answering telephone calls. Travel frequently to meet with potential and established clients. 3. Licensed Insurance Agent; Investment Related: Yes; Location: 217 VINE STREET ASPEN, CO 81611; life insurance 4. WEST INVEST LTD. POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 02/12/2024 ADDRESS: 217 Vine St, Aspen, CO CO 81611, United States DESCRIPTION: Provide Insurance on a commission-based basis, paid to me directly by Oasic Wealth on a quarterly basis.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-05