Advisor at integrity Advisory Solutions
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Firm
integrity Advisory Solutions
Location
Coon Rapids, MN 55448
Credentials
Series 66
Industry experience
1 year
Samuel Stenson is a financial advisor at Integrity Advisory Solutions with one year of industry experience. He holds the Series 66 designation and previously worked at Cetera and Advisornet Financial, among other firms. Outside of advisory work, he serves as a senior sales consultant in wholesale annuities for IFC National Marketing. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing both discretionary and non-discretionary strategies that include equities, fixed income, ETFs, mutual funds, and alternative investments.
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
3495 Northdale Blvd. Nw Suite 240
Coon Rapids, MN 55448
Minnesota
integrity Advisory Solutions
2026 - Present (1 year)
Integrity Capital, LLC
2025 - Present (1 year)
Integrity, LLC
2025 - Present (1 year)
Cetera
2024 - 2025 (1 year)
CETERA Advisor Networks LLC
2024 - 2025 (1 year)
Advisornet Financial Inc DBA Advisornet Insurance
2023 - 2025 (2 years)
Heigl Adhesives
2022 - 2023 (1 year)
Brinkman's Trailers
2021 - 2022 (1 year)
US Bank
2020 - 2021 (1 year)
ProfitSee, Inc.
2017 - 2020 (3 years)
Howard's Point Marina
2016 - 2017 (1 year)
Minnesota State Mankato
2013 - 2016 (3 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.
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