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CFP

Todd Schober

Integrity Alliance, LLC
40 Years of Experience
Mount Pleasant, WI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Todd Schober is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Mount Pleasant, WI, with 40 years of industry experience. Todd 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

1103 Hunter Dr, Mount Pleasant, WI, 53406

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Todd is an employee at Risk Strategies, where he focuses on insurance sales, specifically life, disability, and long-term care planning. This activity takes up nearly all of Todd's time.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
November 2025 - Present · 11 mos
Integrity Alliance, LLC
November 2025 - Present · 11 mos
Previous Registrations
Lion Street Advisors, LLC
August 2023 - November 2025 · 2 yrs 3 mos
Lion Street Financial, LLCBroker
August 2023 - November 2025 · 2 yrs 3 mos
LPL Financial LLC
February 2018 - July 2023 · 5 yrs 5 mos
LPL Financial LLCBroker
February 2018 - July 2023 · 5 yrs 5 mos
Invest Financial Corporation
January 2009 - February 2018 · 9 yrs 1 mo
Invest Financial CorporationBroker
December 2003 - February 2018 · 14 yrs 2 mos
Financial Network Investment CorporationBroker
August 2001 - December 2003 · 2 yrs 4 mos
Usallianz Securities, INC.Broker
February 2000 - September 2001 · 1 yr 7 mos
Aal Capital Management CorporationBroker
February 1989 - February 2000 · 11 yrs
Pruco Securities CorporationBroker
August 1985 - November 1988 · 3 yrs 3 mos
State Registrations8 states
AZCACODEFLOHTXWI
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.
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