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Natalie Yaksick

Integrity Alliance, LLC
38 Years of Experience
Johnstown, PA
6 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Natalie Yaksick is a registered investment advisor at Integrity Alliance, LLC, based in Johnstown, PA, with 38 years of industry experience. Natalie 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

999 Eisenhower Blvd, Ste D2-6, Johnstown, PA, 15904

Get directions

History

Regulatory History (6)
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.
Customer Dispute
July 2011
Settled
Customer Dispute
May 2006
Settled
Customer Dispute
July 2000
Settled
Customer Dispute
April 2000
Settled
Customer Dispute
March 2000
Settled
Customer Dispute
February 2000
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Natalie works full-time for Gladstone Wealth Partners and TriBridge Wealth Partners, both DBAs for her LPL business. She also owns Yaksick Financial Services LLC, an insurance agency, dedicating about 10-20% of her time to it.

Employment History
Current Registrations
Integrity Alliance, LLC
July 2026 - Present · 3 mos
Integrity Alliance, LLC.Broker
July 2026 - Present · 3 mos
Previous Registrations
LPL Financial LLCBroker
August 2022 - July 2026 · 3 yrs 11 mos
LPL Financial LLC
August 2022 - July 2026 · 3 yrs 11 mos
Cetera Investment Services LLCBroker
February 2014 - August 2022 · 8 yrs 6 mos
Cetera Investment Advisers LLC
February 2014 - August 2022 · 8 yrs 6 mos
LPL Financial LLC
November 2013 - February 2014 · 3 mos
LPL Financial LLCBroker
November 2013 - February 2014 · 3 mos
Cco Investment Services CORP.
November 2007 - November 2013 · 6 yrs
Cco Investment Services CORP.Broker
August 2007 - November 2013 · 6 yrs 3 mos
Natcity Insurance Services, INC.Broker
January 1999 - December 2001 · 2 yrs 11 mos
Liberty Securities CorporationBroker
August 1998 - January 1999 · 5 mos
Independent Financial Securities, INC.Broker
May 1998 - August 1998 · 3 mos
Natcity Investments, INC.Broker
February 1998 - August 2007 · 9 yrs 6 mos
PNC Brokerage CORPBroker
February 1994 - February 1998 · 4 yrs
Linsco/private Ledger CORP.Broker
January 1994 - January 1994 · 0 mos
Linsco/private Ledger CORP.Broker
October 1992 - December 1993 · 1 yr 2 mos
John Nuveen & CO., IncorporatedBroker
November 1991 - September 1992 · 10 mos
Dean Witter Reynolds INC.Broker
May 1989 - September 1991 · 2 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1987 - March 1989 · 1 yr 4 mos
State Registrations4 states
FLOHPASC
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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