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William Vail

Advisor at Integrity Wealth Advisors

Updated today
Integrity Wealth Advisors logo

Firm

Integrity Wealth Advisors

Location

Granger, IN 46530

Credentials

Series 66

Industry experience

6 years

About

William Vail is a financial advisor at Integrity Wealth Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Integrity Wealth Advisors since 2022, alongside a concurrent role at Securities America beginning in 2019. Prior to his financial services career, he was employed at Millers Alehouse for 13 years. Integrity Wealth Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning. The firm employs a modern portfolio theory-based investment approach with a long-term horizon, utilizing ETF-based allocations and third-party sub-advisors such as SEI Investments Management Corporation.

Client services

Based on Integrity Wealth Advisors

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Integrity Wealth Advisors

Wealth management College savings (529s, UTMA, etc.) Annuities

Fee options

Percentage

$0 - $250,000: 0.75% annually (Bronze Model) plus monthly financial planning fee $250,000 - $1,500,000: 1.00% annually $1,500,000 - $2,500,000: 0.75% annually $2,500,000+: 0.50% annually

Commissions

Registered representatives of affiliated broker-dealer accept compensation for sale of securities and insurance products; commissions are not primary source of IWALLC's compensation

Other

Fee-only: Fixed financial planning fees between $2,000 to $6,000 for initial financial planning; Monthly financial planning fee of $300 for individuals and $500 for families (Bronze Model clients only)

Location

52511 Gumwood Rd

Granger, IN 46530

Most active in

Florida · Indiana

Work history

Integrity Wealth Advisors, LLC

2022 - Present (4 years)

Securities America

2019 - Present (7 years)

Millers Alehouse

2009 - 2022 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Henry S

CFA®, Series 65

Granger, IN

Devotion Capital Management

Active portfolio management Concentrated stock management Income planning
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Rakesh M

CFP®, Series 63, Series 65

South Bend, IN

Mehta Money, LLC

Annuities
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Aaron C

CFP®, Series 63, Series 65

Elkhart, IN

Relevant Financial Advisors LLC

Charitable giving & philanthropy Retirement income strategy Cash flow / budgeting Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive Mid-Career Professionals

Lance L

CFP®

South Bend, IN

Kingdom Financial

Kingdom Financial is a personally accessible CFP®/CKA® practice serving Christian families across the rural Midwest who are seeking to align their resources with God's heart. Founded in 2023 by Lance Ludwig, the firm provides comprehensive financial planning and integrated wealth management with Christ at the center, delivered through deeply personal partnership. We serve married couples in late career or retirement who are navigating complexity and longing for a trusted guide who shares their faith. Our passion is to see clients grow in freedom, joy, and purpose as they deepen their relationship with Christ. Clients experience the capacity to focus increasingly on faith, family, and Kingdom impact. Lance Ludwig, CFP®, CKA®, is the founder of Kingdom Financial, a personally accessible financial planning and wealth management practice serving Christian families across the rural Midwest. With a Master of Finance, eight years of teaching experience, and more than a decade in financial planning, Lance is deeply committed to discipleship through comprehensive planning. His passion is helping families align their resources with God's heart so they grow in freedom, joy, purpose, and a deeper relationship with Christ.

General retirement planning Wealth management Founder/Business Owner Christian Faith Based Gen X (Born 1965-1980)
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John R

Series 65

Mishawaka, IN

Rosenthal | Henry Capital Advisors, Inc.

Active portfolio management Options & derivatives strategies
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Ronald S

CFP®, Series 63

South Bend, IN

Creative Financial Planning Advisors, Inc.

General retirement planning General tax planning Retired Founder/Business Owner Widow/Widower
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