Advisor at integrity Advisory Solutions
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Firm
integrity Advisory Solutions
Location
Littleton, CO
Credentials
Series 65, Series 66
Industry experience
21 years
Michael Ferrer is a financial advisor with Integrity Advisory Solutions in Littleton, CO, holding Series 65 and Series 66 licenses and possessing 21 years of industry experience. His prior roles include positions at Blackrock Investments, Macquarie Investment Management, Waddell & Reed, and OppenheimerFunds Distributor. Outside of advisory work, he serves as Vice President and National Sales Director for Annexus Holdings, LLC, an independent distributor of life and health insurance and wealth management services. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm employs a network model of advisors offering portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing both discretionary and non-discretionary strategies that incorporate equities, fixed income, ETFs, mutual funds, and alternatives.
Based on integrity Advisory Solutions
Based on integrity Advisory Solutions
Financial planning fixed fees up to $50,000; retirement plan participant consulting fixed fees up to $5,000
$0+: Edge Program: max total combined fee up to 2.00% advisory fee plus max 0.35% program fee plus TPSA fees (varies by sub-adviser) $0+: Third-Party Retirement Account Program: asset-based fee (percentage not specified, detailed in client agreement) $0+: Envestnet Asset Management Program: up to 2.8% or greater depending on account size, overlays, manager fees, etc. $0+: Wealth Solutions, Wealth Solutions SMA, Retirement Ally Programs (affiliate-sponsored wrap fee programs): fees detailed in separate brochures $0+: IAS Aspire Program (wrap fee program): fees detailed in separate brochure
Up to $500 per hour for financial planning and consulting services, up to $500 per hour for retirement plan participant consulting
Fee-only: Financial planning fees up to $50,000 fixed or up to $500/hour hourly; hourly consulting up to $500/hour; retirement plan participant consulting up to $5,000 fixed or $500/hour hourly
Littleton, CO
Colorado
Integrity Advisory Solutions
2024 - Present (2 years)
Integrity, LLC
2024 - Present (2 years)
Integrity Capital, LLC
2024 - Present (2 years)
Blackrock Investments, LLC
2022 - 2024 (2 years)
BLACKROCK
2022 - 2024 (2 years)
Delaware Distributors, L.P.
2021 - 2022 (1 year)
Macquarie Investment Management
2021 - 2022 (1 year)
Investment Property
2020 - 2021 (1 year)
Waddell & Reed, Inc
2018 - 2021 (3 years)
Ivy Distributors Inc
2018 - 2020 (2 years)
OppenheimerFunds Distributor, Inc
2006 - 2018 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®
Denver, CO
True Riches Financial Planning
Series 63, Series 66
Parker, CO
Elite Wealth Management
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
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