KP
CFP
KP
CFP

Kris Persinger

37 Years of Experience
2 DisclosuresBrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
425 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Integrity Alliance offers investment management through various programs.

Edge Program:

  • Fees include a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potential third-party sub-advisor fees.

Select Program:

  • Fees range from 1.00% to 2.80% annually on the first $1,000,000, 1.00% to 2.20% on the next $2,000,000, and 0.50% to 1.75% on assets over $3,000,000.
  • A 0.10% trading platform fee is added to the maximum account fee for accounts with the broker-dealer arm.

Fees are assessed on all assets, including cash and money market balances. Margin accounts may incur additional fees. Fees are typically charged quarterly in advance, pro-rated for mid-quarter openings, and adjusted for significant deposits or withdrawals.

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Location

Washington, DC

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History

Regulatory History (2)
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
June 2000
Denied
Customer Dispute
November 1994
Settled
Other Business ActivitiesSells Insurance

Kris is a wealth management advisor at Persinger Planning LLC, dedicating nearly full-time hours to financial planning and investment management. Kris also works as an insurance agent, spending minimal time reviewing, placing, and managing life, health, and annuity policies.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
April 2021 - Present · 4 yrs 11 mos
Lexaurum Advisors
April 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2019 - April 2021 · 1 yr 7 mos
Vsr Advisory Services
September 2016 - November 2016 · 2 mos
Summit Financial Group INC
September 2016 - April 2021 · 4 yrs 7 mos
Summit Brokerage Services, INC.Broker
September 2016 - September 2019 · 3 yrs
Vsr Advisory Services
July 2008 - September 2016 · 8 yrs 2 mos
Vsr Financial Services, INC.Broker
July 2008 - November 2016 · 8 yrs 4 mos
Northwestern Mutual Wealth Management Company
April 2003 - April 2007 · 4 yrs
Northwestern Mutual Investment Services, LLCBroker
January 2003 - July 2008 · 5 yrs 6 mos
Robert W. Baird & CO. IncorporatedBroker
March 1995 - January 2003 · 7 yrs 10 mos
First Union Brokerage Services, INC.Broker
October 1991 - December 1997 · 6 yrs 2 mos
Southeast Bank Brokerage Service, INC.Broker
November 1988 - October 1991 · 2 yrs 11 mos
J. B. Hanauer & CO.Broker
September 1987 - May 1988 · 8 mos
State Registrations8 states
CODCFLGAMDSCTXVA
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.