Stephen Zorko
Integrity Wealth Management · Loveland, Ohio
Stephen Zorko is a fee-only financial advisor at Integrity Wealth Management in Loveland, Ohio, who holds the CFP credential. Integrity Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Integrity Wealth Management |
|---|---|
| Based in | Loveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $111.1M across 356 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, IL, IN, OH, TX · CRD 4761332 |
| Exams passed | Series 65 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.iwmcfp.net |
| Profile |
How Stephen's firm compares
- Integrity Wealth Management's average account is about $312,000, from its Form ADV (assets managed divided by 356 accounts).
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Questions about Stephen
Is Stephen Zorko a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Integrity Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Integrity Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Stephen Zorko based?
Stephen Zorko is based in Loveland, Ohio.
What credentials does Stephen Zorko hold?
Stephen Zorko holds the CFP credential.
Is Stephen Zorko registered with the SEC?
Yes. Stephen Zorko is registered as an investment adviser representative in CA, IL, IN, OH and TX (CRD 4761332), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integrity Wealth Management manage?
Integrity Wealth Management reports $111.1M across 356 accounts in assets under management.
How do I contact Stephen Zorko?
Through Stephen's website, www.iwmcfp.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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