Advisor at Integra Financial, Inc.
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
Integra Financial, Inc.
Location
Bellaire, MI
Credentials
CFP®, Series 65
Industry experience
2 years
Fixed financial planning fees up to $15,000, agreed in advance
Hourly financial planning fees ranging from $200 to $500 per hour
Account minimum: $10,000 (may accept accounts for less than the minimum) Fee-only: Financial planning fees negotiated; fixed fees up to $15,000; hourly rates $200 - $500
Integra Financial Inc.
2025 - Present (1 year)
Integra Financial Inc.
2024 - Present (2 years)
Integra Financial, Inc.
2023 - Present (3 years)
Integra Financial Inc.
2022 - 2023 (1 year)
Unemployed
2022 - 2022 (1 year)
University of Colorado-Denver
2020 - 2022 (2 years)
University of Colorado-Denver
2019 - 2021 (2 years)
University of Denver
2018 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
Davita Clinical Research
2018 - 2018 (1 year)
Unemployed
2017 - 2017 (1 year)
Reed College
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Elk Rapids, MI
Edward Jones
CFP®, Series 63
Bellaire, MI
Integra Financial, Inc.
Series 66
Mancelona, MI
Financial Transparency
Series 63, Series 65
East Jordan, MI
Fairway Investment Group, LLC
Series 63, Series 65
Kewadin, MI
Merrill
Series 63, Series 66
Bellaire, MI
Ameriprise
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")