TrueAdvisor
TrueAdvisor
BB
BB

Brian Burns

Integrity Alliance, LLC
42 Years of Experience
Cedar Rapids, IA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Brian Burns is a registered investment advisor at Integrity Alliance, LLC, based in Cedar Rapids, IA, with 42 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.

Integrity Alliance, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
461 advisors
Number of Clients
10,885 clients
Average Client Portfolio
$497K average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M1.00%
$3M+0.50%

Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

500 1st St SE, Cedar Rapids, IA, 52401

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
January 2016
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian is an insurance agent doing business as True North, advising clients on fixed insurance sales since 2000, dedicating about 10-20% of his time. He also manages Shade Tree Acres, LLC, a small farm, spending minimal time on this activity.

Employment History
Current Registrations
Integrity Alliance, LLC
November 2025 - Present · 11 mos
Integrity Alliance, LLC.Broker
November 2025 - Present · 11 mos
Previous Registrations
Lion Street Financial, LLCBroker
December 2019 - November 2025 · 5 yrs 11 mos
Lion Street Advisors, LLC
December 2019 - November 2025 · 5 yrs 11 mos
Securities America, INC.Broker
November 2014 - December 2019 · 5 yrs 1 mo
Securities America Advisors, INC.
November 2014 - December 2019 · 5 yrs 1 mo
Sunset Financial Services, INC.
July 2001 - November 2014 · 13 yrs 4 mos
Sunset Financial Services, INC.Broker
May 2000 - November 2014 · 14 yrs 6 mos
Walnut Street Securities, INC.Broker
April 1998 - September 1998 · 5 mos
Mutual Service CorporationBroker
September 1995 - September 1998 · 3 yrs
Aegon USA Securities INC.Broker
November 1990 - April 1998 · 7 yrs 5 mos
Anchor National Financial Services, INC.Broker
May 1988 - November 1990 · 2 yrs 6 mos
Penn Mutual Equity Services, INC.Broker
July 1982 - May 1988 · 5 yrs 10 mos
State Registrations3 states
ARIAMN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Cedar Rapids, IA →All financial advisors in Iowa →