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Jeffrey Curtis

Integrity Alliance, LLC
35 Years of Experience
Mission, KS
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jeffrey Curtis is a registered investment advisor at Integrity Alliance, LLC, based in Mission, KS, with 35 years of industry experience. Jeffrey 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

5925 Nall Avenue, Mission, KS, 66202

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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.
Customer Dispute
August 2015
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is an owner of Lion Street Inc. (an insurance producer group), CRE, LLC (property management), Curtis & Associates Inc. (sales and maintaining client relationships for various benefits and investment accounts), and Curtis & Associates Property & Casualty (sales and client account management for property and casualty insurance). He also serves as a board member for Indian Hills Country Club and a committee member for MFC Scholarship.

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 Advisors, LLC
March 2016 - November 2025 · 9 yrs 8 mos
Lion Street Financial, LLCBroker
August 2015 - November 2025 · 10 yrs 3 mos
Wfg Advisors, LP
July 2015 - August 2015 · 1 mo
Wfg Investments, INC.Broker
July 2015 - August 2015 · 1 mo
Wfg Advisors, LP
September 2012 - July 2015 · 2 yrs 10 mos
Wfg Investments, INC.Broker
September 2012 - July 2015 · 2 yrs 10 mos
NFP Securities, INC.
January 2005 - October 2012 · 7 yrs 9 mos
NFP Securities, INC.Broker
September 1997 - October 2012 · 15 yrs 1 mo
Fortis Investors, INC.Broker
December 1991 - September 1997 · 5 yrs 9 mos
Royal Alliance Associates, INC.Broker
September 1991 - December 1991 · 3 mos
State Registrations12 states
AZCACOFLGAILKSMONENJPATX
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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