BH
CFP
BH
CFP

Brian Hood

38 Years of Experience
Des Moines, IA
BrokerSells Insurance

Brian Hood is a CFP-designated registered investment advisor at Integrity Alliance, LLC, based in Des Moines, IA, with 38 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.

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
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Location

6000 Grand Avenue, Suite B, Des Moines, IA, 50312

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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

Brian is involved in several outside business activities, including direct insurance sales, airplane ownership, rental property management, and a property and casualty insurance agency. He also dedicates time to a financial planning RIA, a conservation organization, a junior shooters program, and various rental property ventures.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
August 2018 - Present · 8 yrs 2 mos
Legacy Financial Group
September 2010 - Present · 16 yrs 1 mo
Previous Registrations
Broker Dealer Financial Services CORP.Broker
July 2016 - August 2018 · 2 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
May 2014 - July 2016 · 2 yrs 2 mos
Legacy Planning Group
May 2003 - December 2005 · 2 yrs 7 mos
LPL Financial LLC
January 1999 - May 2014 · 15 yrs 4 mos
LPL Financial LLCBroker
March 1995 - May 2014 · 19 yrs 2 mos
New England SecuritiesBroker
June 1991 - March 1995 · 3 yrs 9 mos
Mony Securities CORP.Broker
August 1990 - June 1991 · 10 mos
The Mutual Life Insurance Company of New YorkBroker
August 1990 - October 1990 · 2 mos
John Hancock Distributors, INC.Broker
August 1989 - August 1990 · 1 yr
John Hancock Mutual Life Insurance CompanyBroker
August 1989 - August 1990 · 1 yr
Fsc Securities CorporationBroker
February 1988 - July 1989 · 1 yr 5 mos
First Investors CorporationBroker
January 1988 - March 1988 · 2 mos
State Registrations8 states
AZIAILINMNNVTXWI
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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