Integrity Alliance, LLC

Financial planning in Urbandale, IA

SEC registeredNo commissions reported

Call (877) 886-1939 Send a message Map ↗

Public-record details

Address: 4135 Nw Urbandale Dr, Urbandale, IA 50322
Phone: (877) 886-1939
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number: 139627
Registration: SEC registered since 2008-11-14
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management: $5.4 billion
Accounts managed: 20,448
Clients reported (Form ADV 5.D): 10,885
Individual / high-net-worth clients: 9,578 / 1,082
Employees: 400
Other business activities (Form ADV 6.A): Also active as: broker-dealer, insurance broker or agent
Disclosures reported on Form ADV: Yes — see IAPD for details
Latest Form ADV filing: 2026-05-13

SEC registered investment adviser, CRD 139627, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 139627 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums), and details of the disclosures reported on Form ADV.
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Urbandale

3g Capital LLC3621 Hillsdale Drive · Urbandale, IA 50322 · (515) 299-0992 · % of assets managedCRD 298280 · % of assets · $4.7 million AUMState registeredNo commissions reported Ao Wealth Advisory2570 106th Street, Suite a · Urbandale, IA 50322 · (515) 224-7849 · Financial planningCRD 288301 · % of assets, Hourly charges, Fixed fees · $213.2 million AUMSEC registeredNo commissions reported Independent Wealth Network, INC.2350 Nw 128th St · Urbandale, IA 50323 · (515) 461-5123 · Financial planningCRD 286262 · % of assets, Hourly charges, Fixed fees · $518.4 million AUMSEC registeredNo commissions reported Mokosak Advisory Group, LLC2900 100th Street Suite 102 · Urbandale, IA 50322 · (515) 223-5404 · Financial planningCRD 287538 · % of assets · $413.9 million AUMSEC registeredNo commissions reported Rockway Wealth Partners15214 Ridgemont Drive · Urbandale, IA 50323 · (515) 414-7373 · Financial planningCRD 315419 · % of assets, Hourly charges, Fixed fees · $26.6 million AUMState registeredNo commissions reported Strategic Wealth Solutions, LLC12130 Meredith Drive, Suite 210w · Urbandale, IA 50322 · (515) 443-9567 · Financial planningCRD 327745 · % of assets, Hourly charges, Fixed fees · $15.3 million AUMState registeredNo commissions reported Wilon Wealth Management2400 86th Street, Suite 32 · Urbandale, IA 50322 · (515) 225-9500 · Financial planningCRD 313185 · % of assets, Hourly charges, Fixed fees · $264.1 million AUMSEC registeredNo commissions reported

All 8 in Urbandale →