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JY
JY

Jeffrey Yoder

Integrity Alliance, LLC
36 Years of Experience
Wichita, KS
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Yoder is a registered investment advisor at Integrity Alliance, LLC, based in Wichita, KS, with 36 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

8100 E 22nd St N, Bldg 1100, Wichita, KS, 67226

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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
December 2002
Denied
Customer Dispute
January 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey owns True Properties LLC, which owns his office building and a rental condo, dedicating minimal time to collecting rent and overseeing maintenance. He also owns Yoder Financial Group, an entity he uses for his fixed insurance business and advising on securities and insurance matters, taking about a quarter of his time.

Employment History
Current Registrations
Integrity Alliance, LLC
November 2025 - Present · 11 mos
Integrity Alliance, LLC.Broker
November 2025 - Present · 11 mos
Integrity Alliance, LLC.
November 2025 - Present · 11 mos
Previous Registrations
Lion Street Financial, LLCBroker
April 2023 - November 2025 · 2 yrs 7 mos
Lion Street Advisors, LLC
April 2023 - November 2025 · 2 yrs 7 mos
Kestra Advisory Services, LLC
January 2017 - March 2023 · 6 yrs 2 mos
Kestra Investment Services, LLCBroker
January 2017 - March 2023 · 6 yrs 2 mos
Kestra Advisory Services, LLC
April 2016 - December 2016 · 8 mos
Kestra Investment Services, LLCBroker
January 2004 - December 2016 · 12 yrs 11 mos
NFP Advisor Services, LLC
January 2004 - September 2016 · 12 yrs 8 mos
New England Securities Corporation
September 1997 - January 2004 · 6 yrs 4 mos
New England SecuritiesBroker
February 1990 - January 2004 · 13 yrs 11 mos
State Registrations26 states
ALARAZCACOCTFLIAILKSMIMNMONCNDNENJNMOKORSCTNTXVAWAWI
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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