Advisor at Integrity Alliance, LLC
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Firm
Integrity Alliance, LLC
Location
Ida Grove, IA
Credentials
Series 65
Industry experience
3 years
Colton Skirvin is a financial advisor at Integrity Alliance, LLC with a Series 65 designation and two years of industry experience. He has worked at Integrity Alliance since 2023 and previously spent time with Gladstone Wealth Partners and in the Iowa Air National Guard. Skirvin is also involved with Heartland Retirement Group, where he serves as National Director of Training and conducts training classes. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.
Based on Integrity Alliance, LLC
Based on Integrity Alliance, LLC
$0 - $1,000,000: 1.00% to 2.80% $1,000,001 - $3,000,000: 1.00% to 2.20% $3,000,001+: 0.50% to 1.75%
Hourly consulting services fees are charged; specific rates not stated in brochure
Minimum fee: Select Program minimum account fee is $1,000
Ida Grove, IA
Iowa
Integrity Alliance, LLC
2023 - Present (3 years)
Gladstone Wealth Partners
2023 - 2023 (1 year)
Iowa Air National Guard
2018 - 2022 (4 years)
Heartland Retirement Group
2017 - Present (9 years)
Banker's Life & Casualty
2016 - 2017 (1 year)
Iowa Army National Guard
2013 - 2018 (5 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Lawyer
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Other specialized services
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Is not active or affiliated with:
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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