Advisor at Integrity Financial Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Integrity Financial Corporation
Location
Jackson, WY 83001
Credentials
CFP®, Series 66
Industry experience
4 years
Theodore Steelman is a CFP® and holds a Series 66 license, with three years of industry experience. He is currently with Integrity Financial Corporation, where he has worked since 2023. Prior to this, he held positions at Bank of America and Merrill Lynch. Outside of his advisory work, he was involved with University of Florida RecSports from 2018 to 2021. Integrity Financial Corporation offers wealth management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, business owners, family offices, and corporate plans. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing a combination of index and actively managed funds, with access to alternative investments and family office consulting for qualified clients.
Based on Integrity Financial Corporation
Based on Integrity Financial Corporation
Financial planning services offered on a flat, one-time fee basis generally not exceeding $20,000; family office consulting flat fees range from $5,000 to $50,000 annually.
$1 - $1,000,000: 1.50% $1,000,000 - $25,000,000: 1.00% $25,000,000+: 0.75%
Insurance commissions vary by product and carrier; commissions are paid by policy underwriters and shared with Advisor-Agents; commissions are in addition to advisory fees.
Family office consulting hourly fees typically range from $250 to $500 per hour.
680 S. Cache St., Suite 100 7403
Jackson, WY 83001
California · Montana · Wyoming
Integrity Financial Corporation
2023 - Present (3 years)
BANK of AMERICA, N.A.
2021 - 2023 (2 years)
Merrill
2021 - 2023 (2 years)
Unemployed
2021 - 2021 (1 year)
Bank of America
2020 - 2020 (1 year)
Northwestern Mutual
2019 - 2019 (1 year)
University of Florida RecSports
2018 - 2021 (3 years)
University of Florida
2017 - 2021 (4 years)
All Saints Academy
2015 - 2017 (2 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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