Advisor at Integrity Wealth Advisors
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 Wealth Advisors
Location
Granger, IN 46530
Credentials
Series 63
Industry experience
29 years
William Vail is a financial advisor with Integrity Wealth Advisors, holding a Series 63 designation and 29 years of industry experience. He has been with Integrity Wealth Advisors and its related entities since 2018 and has worked with Securities America since 2002. Outside of his advisory work, he is a member of the Kiwanis Club of South Bend and serves on the board of the St. Joseph River Valley Flyfishers, a nonprofit focused on conservation and flyfishing advocacy. Integrity Wealth Advisors serves individual and high-net-worth clients, offering discretionary portfolio management and financial planning based on documented client objectives and risk tolerance. The firm employs a long-term, modern portfolio theory-based investment approach, utilizing ETF-based allocations, mutual funds, fixed income, real estate funds, annuities, commodities, and third-party sub-advisors such as SEI Investments Management Corporation.
Based on Integrity Wealth Advisors
Based on Integrity Wealth Advisors
$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
Registered representatives of affiliated broker-dealer accept compensation for sale of securities and insurance products; commissions are not primary source of IWALLC's compensation
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)
52511 Gumwood Rd
Granger, IN 46530
Florida · Indiana · Michigan
Integrity Wealth Advisors, LLC
2023 - Present (3 years)
Integrity Wealth Advisors
2018 - Present (8 years)
Securities America
2002 - Present (24 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 65
Granger, IN
Devotion Capital Management
CFP®, Series 63, Series 65
South Bend, IN
Mehta Money, LLC
CFP®, Series 63, Series 65
Elkhart, IN
Relevant Financial Advisors LLC
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.
Series 66
Granger, IN
Integrity Wealth Advisors
Series 65
Mishawaka, IN
Rosenthal | Henry Capital Advisors, Inc.
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